Fusion Family Wealth’s Verisk Analytics VRSK Stock Holding History

Fusion Family Wealth’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
2021 Q2	–	Sell	-1,210	Closed	-$214K	–	100
2021 Q1	$214K	Hold	1,210	–	–	0.03%	32
2020 Q4	$251K	Hold	1,210	–	–	0.04%	28
2020 Q3	$224K	Hold	1,210	–	–	0.05%	28
2020 Q2	$206K	Hold	1,210	–	–	0.05%	30
2020 Q1	$169K	Hold	1,210	–	–	0.05%	34
2019 Q4	$181K	Hold	1,210	–	–	0.04%	41
2019 Q3	$191K	Hold	1,210	–	–	0.05%	38
2019 Q2	$177K	Hold	1,210	–	–	0.04%	46
2019 Q1	$161K	Hold	1,210	–	–	0.04%	41
2018 Q4	$132K	Hold	1,210	–	–	0.04%	77
2018 Q3	$146K	Hold	1,210	–	–	0.04%	70
2018 Q2	$130K	Hold	1,210	–	–	0.04%	77
2018 Q1	$126K	Hold	1,210	–	–	0.04%	71
2017 Q4	$116K	Buy	+1,210	New	+$110K	0.03%	92
2017 Q3	–	Sell	-1,210	Closed	-$102K	–	300
2017 Q2	$102K	Hold	1,210	–	–	0.03%	98
2017 Q1	$98K	Buy	+1,210	New	+$99.4K	0.04%	95

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fusion Family Wealth's VRSK Position: Q2 2021 in Review

Fusion Family Wealth sold out of Verisk Analytics (VRSK) in Q2 2021, closing a stake of 1,210 shares — an estimated $214K sold.

Fusion Family Wealth first reported a position in VRSK in Q1 2017 and held it in 16 quarters. The position peaked at $251K in Q4 2020. 751 funds tracked by Wall St. Rank hold VRSK as of Q2 2021.

Fusion Family Wealth reported no remaining Verisk Analytics position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 1,210 Verisk Analytics shares in Q2 2021, an estimated $214K.
Fusion Family Wealth first reported a position in Verisk Analytics in Q1 2017 and held it in 16 quarters.
Fusion Family Wealth's Verisk Analytics position peaked at $251K in Q4 2020.
751 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.