Laurel Wealth Advisors (California)’s Verisk Analytics VRSK Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$912K	Sell	5,171 -360	-7%	-$63.3K	0.09%	231
2022 Q3	$943K	Buy	5,531 +1,402	+34%	+$262K	0.1%	219
2022 Q2	$715K	Sell	4,129 -199	-5%	-$37.1K	0.07%	275
2022 Q1	$929K	Hold	4,328	–	–	0.08%	254
2021 Q4	$990K	Buy	4,328 +3,222	+291%	+$703K	0.08%	260
2021 Q3	$222K	Buy	+1,106	New	+$214K	0.04%	416

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VRSK Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Verisk Analytics (VRSK) stake by 6.5% in Q4 2022, selling an estimated $63.3K and leaving 5,171 shares worth $912K. The position accounts for 0.09% of the portfolio, ranked #231.

Laurel Wealth Advisors (California) first reported a position in VRSK in Q3 2021 and has held it in 6 quarters since. The position peaked at $990K in Q4 2021. 786 funds tracked by Wall St. Rank hold VRSK as of Q4 2022.

Laurel Wealth Advisors (California) held 5,171 shares of Verisk Analytics worth $912K as of Q4 2022.
Laurel Wealth Advisors (California) sold 360 Verisk Analytics shares in Q4 2022, an estimated $63.3K.
Verisk Analytics made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #231 holding.
Laurel Wealth Advisors (California) first reported a position in Verisk Analytics in Q3 2021 and has held it in 6 quarters since.
Laurel Wealth Advisors (California)'s Verisk Analytics position peaked at $990K in Q4 2021.
786 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.