Heritage Wealth Management (Arizona)’s Verisk Analytics VRSK Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$547K	Buy	3,102 +1,566	+102%	+$275K	0.08%	195
2022 Q3	$262K	Buy	1,536 +32	+2%	+$5.98K	0.08%	176
2022 Q2	$260K	Sell	1,504 -4	-0.3%	-$746	0.09%	182
2022 Q1	$324K	Buy	+1,508	New	+$297K	0.09%	177
2021 Q3	$310K	Sell	1,550 -95	-6%	-$18.4K	0.11%	147
2021 Q2	$287K	Buy	+1,645	New	+$292K	0.11%	161

Other funds holding VRSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VRSK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Verisk Analytics (VRSK) stake by 102% in Q4 2022, buying an estimated $275K and bringing the position to 3,102 shares worth $547K. The position accounts for 0.08% of the portfolio, ranked #195.

Heritage Wealth Management (Arizona) first reported a position in VRSK in Q2 2021 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold VRSK as of Q4 2022.

Heritage Wealth Management (Arizona) held 3,102 shares of Verisk Analytics worth $547K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,566 Verisk Analytics shares in Q4 2022, an estimated $275K.
Verisk Analytics made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #195 holding.
Heritage Wealth Management (Arizona) first reported a position in Verisk Analytics in Q2 2021 and has held it in 6 quarters since.
786 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.