JA
VRSK icon

JOYN Advisors’s Verisk Analytics VRSK Stock Holding History

JOYN 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
Q1 		– Sell
-146
Closed -$16K – 1377
2018
Q4 		$16K Buy
146
+11
+8% +$1.29K ﹤0.01% 773
2018
Q3 		$16K Buy
135
+3
+2% +$349 ﹤0.01% 780
2018
Q2 		$14K Sell
132
-9
-6% -$958 ﹤0.01% 794
2018
Q1 		$15K Sell
141
-6,097
-98% -$609K ﹤0.01% 722
2017
Q4 		$599K Buy
+6,238
New +$565K 0.13% 70

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JOYN Advisors's VRSK Position: Q1 2019 in Review

JOYN Advisors sold out of Verisk Analytics (VRSK) in Q1 2019, closing a stake of 146 shares — an estimated $16K sold.

JOYN Advisors first reported a position in VRSK in Q4 2017 and held it in 5 quarters. The position peaked at $599K in Q4 2017. 609 funds tracked by Wall St. Rank hold VRSK as of Q1 2019.

  • JOYN Advisors reported no remaining Verisk Analytics position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 146 Verisk Analytics shares in Q1 2019, an estimated $16K.
  • JOYN Advisors first reported a position in Verisk Analytics in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Verisk Analytics position peaked at $599K in Q4 2017.
  • 609 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.