Lumature Wealth Partners’s Verisk Analytics VRSK Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$8.14K	Hold	36	–	–	﹤0.01%	322
2023 Q1	$6.91K	Hold	36	–	–	﹤0.01%	324
2022 Q4	$6.35K	Hold	36	–	–	﹤0.01%	331
2022 Q3	$6K	Hold	36	–	–	﹤0.01%	339
2022 Q2	$6K	Sell	36 -13	-27%	-$2.42K	﹤0.01%	355
2022 Q1	$11K	Hold	49	–	–	﹤0.01%	330
2021 Q4	$11K	Hold	49	–	–	﹤0.01%	327
2021 Q3	$10K	Sell	49 -18	-27%	-$3.49K	﹤0.01%	332
2021 Q2	$12K	Hold	67	–	–	0.01%	288
2021 Q1	$12K	Buy	+67	New	+$12.3K	0.01%	279

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lumature Wealth Partners's VRSK Position: Q2 2023 in Review

Lumature Wealth Partners held its Verisk Analytics (VRSK) position steady in Q2 2023 at 36 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Lumature Wealth Partners first reported a position in VRSK in Q1 2021 and has held it in 10 quarters since. The position peaked at $12K in Q2 2021. 868 funds tracked by Wall St. Rank hold VRSK as of Q2 2023.

Lumature Wealth Partners held 36 shares of Verisk Analytics worth $8.14K as of Q2 2023.
Lumature Wealth Partners left its Verisk Analytics share count unchanged in Q2 2023.
Verisk Analytics made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #322 holding.
Lumature Wealth Partners first reported a position in Verisk Analytics in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Verisk Analytics position peaked at $12K in Q2 2021.
868 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.