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Fortis Capital Advisors’s Verisk Analytics VRSK Stock Holding History

Fortis Capital 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
2023
Q3 		– Sell
-1,207
Closed -$273K – 122
2023
Q2 		$273K Buy
1,207
+1,169
+3,076% +$246K 0.16% 85
2023
Q1 		$7.29K Buy
+38
New +$6.88K ﹤0.01% 481

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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fortis Capital Advisors's VRSK Position: Q3 2023 in Review

Fortis Capital Advisors sold out of Verisk Analytics (VRSK) in Q3 2023, closing a stake of 1,207 shares — an estimated $273K sold.

Fortis Capital Advisors first reported a position in VRSK in Q1 2023 and held it in 2 quarters. The position peaked at $273K in Q2 2023. 874 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

  • Fortis Capital Advisors reported no remaining Verisk Analytics position as of Q3 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 1,207 Verisk Analytics shares in Q3 2023, an estimated $273K.
  • Fortis Capital Advisors first reported a position in Verisk Analytics in Q1 2023 and held it in 2 quarters.
  • Fortis Capital Advisors's Verisk Analytics position peaked at $273K in Q2 2023.
  • 874 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on Fortis Capital Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.