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Garrett Wealth Advisory Group’s Verisk Analytics VRSK Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-25
Closed -$3.95K – 621
2019
Q3 		$3.95K Buy
+25
New +$3.88K ﹤0.01% 409

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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Garrett Wealth Advisory Group's VRSK Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Verisk Analytics (VRSK) in Q4 2019, closing a stake of 25 shares — an estimated $3.95K sold.

Garrett Wealth Advisory Group first reported a position in VRSK in Q3 2019 and held it in 1 quarter. The position peaked at $3.95K in Q3 2019. 677 funds tracked by Wall St. Rank hold VRSK as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Verisk Analytics position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 25 Verisk Analytics shares in Q4 2019, an estimated $3.95K.
  • Garrett Wealth Advisory Group first reported a position in Verisk Analytics in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Verisk Analytics position peaked at $3.95K in Q3 2019.
  • 677 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.