LFA
VRSK icon

Legacy Financial Advisors’s Verisk Analytics VRSK Stock Holding History

Legacy Financial 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
Q2 		– Sell
-107
Closed -$14K – 885
2019
Q1 		$14K Buy
107
+19
+22% +$2.31K ﹤0.01% 549
2018
Q4 		$10K Buy
88
+82
+1,367% +$9.59K ﹤0.01% 574
2018
Q3 		$0 Hold
6
– – ﹤0.01% 956
2018
Q2 		$1K Hold
6
– – ﹤0.01% 898
2018
Q1 		$0 Hold
6
– – ﹤0.01% 912
2017
Q4 		$0 Buy
+6
New +$543 ﹤0.01% 860

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
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Legacy Financial Advisors's VRSK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Verisk Analytics (VRSK) in Q2 2019, closing a stake of 107 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in VRSK in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q1 2019. 656 funds tracked by Wall St. Rank hold VRSK as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Verisk Analytics position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 107 Verisk Analytics shares in Q2 2019, an estimated $14K.
  • Legacy Financial Advisors first reported a position in Verisk Analytics in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Verisk Analytics position peaked at $14K in Q1 2019.
  • 656 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.