Harvest Group Wealth Management’s Verisk Analytics VRSK Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-192	Closed	-$40K	–	697
2020 Q4	$40K	Hold	192	–	–	0.02%	116
2020 Q3	$36K	Hold	192	–	–	0.03%	114
2020 Q2	$32K	Hold	192	–	–	0.03%	113
2020 Q1	$26K	Hold	192	–	–	0.03%	116
2019 Q4	$28K	Hold	192	–	–	0.02%	124
2019 Q3	$30K	Hold	192	–	–	0.04%	114
2019 Q2	$28K	Hold	192	–	–	0.04%	115
2019 Q1	$26K	Buy	+192	New	+$23.4K	0.02%	140

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Harvest Group Wealth Management's VRSK Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2021, closing a stake of 192 shares — an estimated $40K sold.

Harvest Group Wealth Management first reported a position in VRSK in Q1 2019 and held it in 8 quarters. The position peaked at $40K in Q4 2020. 753 funds tracked by Wall St. Rank hold VRSK as of Q1 2021.

Harvest Group Wealth Management reported no remaining Verisk Analytics position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 192 Verisk Analytics shares in Q1 2021, an estimated $40K.
Harvest Group Wealth Management first reported a position in Verisk Analytics in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Verisk Analytics position peaked at $40K in Q4 2020.
753 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.