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Kingswood Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Kingswood 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
2024
Q4 		– Sell
-3,800
Closed -$1.02M – 899
2024
Q3 		$1.02M Sell
3,800
-270
-7% -$73.1K 0.07% 289
2024
Q2 		$1.1M Buy
4,070
+109
+3% +$26.7K 0.1% 214
2024
Q1 		$934K Sell
3,961
-618
-13% -$148K 0.11% 219
2023
Q4 		$1.09M Sell
4,579
-2,490
-35% -$589K 0.12% 179
2023
Q3 		$1.67M Buy
+7,069
New +$1.67M 0.29% 92

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Kingswood Wealth Advisors's VRSK Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Verisk Analytics (VRSK) in Q4 2024, closing a stake of 3,800 shares — an estimated $1.02M sold.

Kingswood Wealth Advisors first reported a position in VRSK in Q3 2023 and held it in 5 quarters. The position peaked at $1.67M in Q3 2023. 993 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Verisk Analytics position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,800 Verisk Analytics shares in Q4 2024, an estimated $1.02M.
  • Kingswood Wealth Advisors first reported a position in Verisk Analytics in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Verisk Analytics position peaked at $1.67M in Q3 2023.
  • 993 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.