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FWIA
Fort Washington Investment Advisors’s
Verisk Analytics
VRSK
Stock Holding History
Fort Washington Investment Advisors’s Portfolio
VRSK Stock Details
VRSK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-2,508
Closed
-$434K
–
422
2022
Q2
$434K
Hold
2,508
–
–
﹤0.01%
336
2022
Q1
$538K
Hold
2,508
–
–
﹤0.01%
381
2021
Q4
$574K
Hold
2,508
–
–
﹤0.01%
378
2021
Q3
$502K
Hold
2,508
–
–
﹤0.01%
393
2021
Q2
$438K
Hold
2,508
–
–
﹤0.01%
410
2021
Q1
$443K
Hold
2,508
–
–
﹤0.01%
395
2020
Q4
$521K
Sell
2,508
-6,077
-71%
-$1.18M
0.01%
370
2020
Q3
$1.59M
Sell
8,585
-13,901
-62%
-$2.54M
0.02%
277
2020
Q2
$3.83M
Buy
22,486
+2,486
+12%
+$393K
0.04%
225
2020
Q1
$2.79M
Sell
20,000
-57,892
-74%
-$9.07M
0.04%
225
2019
Q4
$11.6M
Sell
77,892
-90,833
-54%
-$13.5M
0.12%
177
2019
Q3
$26.7M
Hold
168,725
–
–
0.3%
70
2019
Q2
$24.7M
Hold
168,725
–
–
0.28%
84
2019
Q1
$22.4M
Hold
168,725
–
–
0.25%
95
2018
Q4
$18.4M
Hold
168,725
–
–
0.23%
100
2018
Q3
$20.3M
Hold
168,725
–
–
0.2%
108
2018
Q2
$18.2M
Hold
168,725
–
–
0.18%
114
2018
Q1
$17.5M
Hold
168,725
–
–
0.18%
116
2017
Q4
$16.2M
Buy
168,725
+165,225
+4,721%
+$15M
0.16%
143
2017
Q3
$291K
Buy
+3,500
New
+$290K
﹤0.01%
465
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1-Year Est. Return
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30.48%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Parnassus Investments
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$34.1B AUM
20.22%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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