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IBEX Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

IBEX Wealth Advisors’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
Q3 		– Sell
-394
Closed -$57K – 389
2019
Q2 		$57K Buy
+394
New +$55.6K 0.02% 207

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Franklin Resources
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IBEX Wealth Advisors's VRSK Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Verisk Analytics (VRSK) in Q3 2019, closing a stake of 394 shares — an estimated $57K sold.

IBEX Wealth Advisors first reported a position in VRSK in Q2 2019 and held it in 1 quarter. The position peaked at $57K in Q2 2019. 676 funds tracked by Wall St. Rank hold VRSK as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Verisk Analytics position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 394 Verisk Analytics shares in Q3 2019, an estimated $57K.
  • IBEX Wealth Advisors first reported a position in Verisk Analytics in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Verisk Analytics position peaked at $57K in Q2 2019.
  • 676 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.