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Lenox Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Lenox 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
2022
Q1 		$13K Buy
61
+18
+42% +$3.55K ﹤0.01% 449
2021
Q4 		$10K Buy
43
+9
+26% +$1.96K ﹤0.01% 517
2021
Q3 		$7K Hold
34
– – ﹤0.01% 523
2021
Q2 		$6K Sell
34
-40
-54% -$7.09K ﹤0.01% 532
2021
Q1 		$13K Buy
74
+40
+118% +$7.33K ﹤0.01% 372
2020
Q4 		$7K Hold
34
– – ﹤0.01% 478
2020
Q3 		$6K Buy
+34
New +$6.22K ﹤0.01% 431

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lenox Wealth Advisors's VRSK Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Verisk Analytics (VRSK) stake by 42% in Q1 2022, buying an estimated $3.55K and bringing the position to 61 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Lenox Wealth Advisors first reported a position in VRSK in Q3 2020 and has held it in 7 quarters since. 785 funds tracked by Wall St. Rank hold VRSK as of Q1 2022.

  • Lenox Wealth Advisors held 61 shares of Verisk Analytics worth $13K as of Q1 2022.
  • Lenox Wealth Advisors bought 18 Verisk Analytics shares in Q1 2022, an estimated $3.55K.
  • Verisk Analytics made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #449 holding.
  • Lenox Wealth Advisors first reported a position in Verisk Analytics in Q3 2020 and has held it in 7 quarters since.
  • 785 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.