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Keebeck Wealth Management’s Verisk Analytics VRSK Stock Holding History

Keebeck 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
2020
Q3 		– Sell
-150
Closed -$25K – 355
2020
Q2 		$25K Buy
+150
New +$23.7K 0.01% 266
2020
Q1 		– Sell
-150
Closed -$22K – 323
2019
Q4 		$22K Buy
+150
New +$22.2K 0.01% 262

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keebeck Wealth Management's VRSK Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Verisk Analytics (VRSK) in Q3 2020, closing a stake of 150 shares — an estimated $25K sold.

Keebeck Wealth Management first reported a position in VRSK in Q4 2019 and held it in 2 quarters. The position peaked at $25K in Q2 2020. 732 funds tracked by Wall St. Rank hold VRSK as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Verisk Analytics position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 150 Verisk Analytics shares in Q3 2020, an estimated $25K.
  • Keebeck Wealth Management first reported a position in Verisk Analytics in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's Verisk Analytics position peaked at $25K in Q2 2020.
  • 732 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.