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MGO Private Wealth’s Verisk Analytics VRSK Stock Holding History

MGO Private Wealth’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
2024
Q3 		– Sell
-749
Closed -$202K – 80
2024
Q2 		$202K Buy
+749
New +$183K 0.13% 79

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

MGO Private Wealth's VRSK Position: Q3 2024 in Review

MGO Private Wealth sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 749 shares — an estimated $202K sold.

MGO Private Wealth first reported a position in VRSK in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • MGO Private Wealth reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
  • MGO Private Wealth sold 749 Verisk Analytics shares in Q3 2024, an estimated $202K.
  • MGO Private Wealth first reported a position in Verisk Analytics in Q2 2024 and held it in 1 quarter.
  • MGO Private Wealth's Verisk Analytics position peaked at $202K in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on MGO Private Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.