Icon Wealth Partners’s Verisk Analytics VRSK Stock Holding History

Icon Wealth Partners’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
2023 Q3	$666K	Sell	2,820 -70	-2%	-$16.5K	0.08%	145
2023 Q2	$653K	Sell	2,890 -436	-13%	-$91.6K	0.07%	168
2023 Q1	$638K	Buy	+3,326	New	+$602K	0.07%	172
2022 Q2	$666K	Sell	3,848 -935	-20%	-$174K	0.08%	172
2022 Q1	$1.03M	Sell	4,783 -4,107	-46%	-$810K	0.1%	145
2021 Q4	$2.03M	Buy	8,890 +53	+0.6%	+$11.6K	0.2%	109
2021 Q3	$1.77M	Buy	8,837 +484	+6%	+$93.8K	0.19%	121
2021 Q2	$1.46M	Buy	8,353 +966	+13%	+$171K	0.16%	129
2021 Q1	$1.3M	Buy	7,387 +1,595	+28%	+$292K	0.16%	120
2020 Q4	$1.2M	Buy	5,792 +1,239	+27%	+$241K	0.19%	104
2020 Q3	$844K	Buy	+4,553	New	+$834K	0.16%	106
2019 Q2	–	Sell	-660	Closed	-$88K	–	758
2019 Q1	$88K	Buy	+660	New	+$80.3K	0.03%	248
2018 Q3	–	Sell	-764	Closed	-$82K	–	715
2018 Q2	$82K	Buy	+764	New	+$81.3K	0.03%	281
2018 Q1	–	Sell	-635	Closed	-$61K	–	719
2017 Q4	$61K	Buy	+635	New	+$57.5K	0.03%	368

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Icon Wealth Partners's VRSK Position: Q3 2023 in Review

Icon Wealth Partners reduced its Verisk Analytics (VRSK) stake by 2.4% in Q3 2023, selling an estimated $16.5K and leaving 2,820 shares worth $666K. The position accounts for 0.08% of the portfolio, ranked #145.

Icon Wealth Partners first reported a position in VRSK in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.03M in Q4 2021. 874 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

Icon Wealth Partners held 2,820 shares of Verisk Analytics worth $666K as of Q3 2023.
Icon Wealth Partners sold 70 Verisk Analytics shares in Q3 2023, an estimated $16.5K.
Verisk Analytics made up 0.08% of Icon Wealth Partners's portfolio in Q3 2023, its #145 holding.
Icon Wealth Partners first reported a position in Verisk Analytics in Q4 2017 and has held it in 14 quarters since.
Icon Wealth Partners's Verisk Analytics position peaked at $2.03M in Q4 2021.
874 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.