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Gupta Wealth Management’s Verisk Analytics VRSK Stock Holding History

Gupta 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
2016
Q1 		$18K Hold
231
– – ﹤0.01% 689
2015
Q4 		$18K Sell
231
-110
-32% -$8.36K ﹤0.01% 692
2015
Q3 		$25K Buy
341
+13
+4% +$969 0.01% 641
2015
Q2 		$24K Buy
328
+203
+162% +$14.9K 0.01% 693
2015
Q1 		$9K Buy
+125
New +$8.44K ﹤0.01% 791

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Gupta Wealth Management's VRSK Position: Q1 2016 in Review

Gupta Wealth Management held its Verisk Analytics (VRSK) position steady in Q1 2016 at 231 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Gupta Wealth Management first reported a position in VRSK in Q1 2015 and has held it in 5 quarters since. The position peaked at $25K in Q3 2015. 466 funds tracked by Wall St. Rank hold VRSK as of Q1 2016.

  • Gupta Wealth Management held 231 shares of Verisk Analytics worth $18K as of Q1 2016.
  • Gupta Wealth Management left its Verisk Analytics share count unchanged in Q1 2016.
  • Verisk Analytics made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #689 holding.
  • Gupta Wealth Management first reported a position in Verisk Analytics in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Verisk Analytics position peaked at $25K in Q3 2015.
  • 466 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.