First Foundation Advisors’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,235
Closed -$387K 424
2022
Q2
$387K Sell
2,235
-635
-22% -$110K 0.02% 277
2022
Q1
$616K Sell
2,870
-715
-20% -$153K 0.02% 240
2021
Q4
$820K Buy
3,585
+17
+0.5% +$3.89K 0.03% 218
2021
Q3
$715K Buy
3,568
+451
+14% +$90.4K 0.03% 232
2021
Q2
$545K Buy
+3,117
New +$545K 0.02% 272