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Granite Bay Wealth Management’s Verisk Analytics VRSK Stock Holding History

Granite Bay Wealth Management’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
2024
Q1 		– Sell
-1,169
Closed -$276K – 280
2023
Q4 		$276K Sell
1,169
-2,175
-65% -$515K ﹤0.01% 286
2023
Q3 		$788K Buy
+3,344
New +$788K 0.01% 230

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Granite Bay Wealth Management's VRSK Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2024, closing a stake of 1,169 shares — an estimated $276K sold.

Granite Bay Wealth Management first reported a position in VRSK in Q3 2023 and held it in 2 quarters. The position peaked at $788K in Q3 2023. 936 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Verisk Analytics position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 1,169 Verisk Analytics shares in Q1 2024, an estimated $276K.
  • Granite Bay Wealth Management first reported a position in Verisk Analytics in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Verisk Analytics position peaked at $788K in Q3 2023.
  • 936 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.