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Liberty Wealth Management’s Verisk Analytics VRSK Stock Holding History

Liberty 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
2021
Q2 		– Sell
-13
Closed -$2K – 1190
2021
Q1 		$2K Hold
13
– – ﹤0.01% 838
2020
Q4 		$2K Buy
13
+1
+8% +$194 ﹤0.01% 835
2020
Q3 		$2K Buy
+12
New +$2.2K ﹤0.01% 782
2020
Q2 		– Sell
-7
Closed -$1K – 989
2020
Q1 		$1K Sell
7
-2
-22% -$313 ﹤0.01% 850
2019
Q4 		$1K Buy
+9
New +$1.33K ﹤0.01% 872

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's VRSK Position: Q2 2021 in Review

Liberty Wealth Management sold out of Verisk Analytics (VRSK) in Q2 2021, closing a stake of 13 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in VRSK in Q4 2019 and held it in 5 quarters. The position peaked at $2K in Q1 2021. 751 funds tracked by Wall St. Rank hold VRSK as of Q2 2021.

  • Liberty Wealth Management reported no remaining Verisk Analytics position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 13 Verisk Analytics shares in Q2 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Verisk Analytics in Q4 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Verisk Analytics position peaked at $2K in Q1 2021.
  • 751 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.