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Modera Wealth Management’s Verisk Analytics VRSK Stock Holding History

Modera 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
2022
Q1 		– Sell
-2,403
Closed -$549K – 590
2021
Q4 		$549K Buy
+2,403
New +$524K 0.02% 261

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State Street
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T. Rowe Price Associates
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Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Modera Wealth Management's VRSK Position: Q1 2022 in Review

Modera Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2022, closing a stake of 2,403 shares — an estimated $549K sold.

Modera Wealth Management first reported a position in VRSK in Q4 2021 and held it in 1 quarter. The position peaked at $549K in Q4 2021. 784 funds tracked by Wall St. Rank hold VRSK as of Q1 2022.

  • Modera Wealth Management reported no remaining Verisk Analytics position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 2,403 Verisk Analytics shares in Q1 2022, an estimated $549K.
  • Modera Wealth Management first reported a position in Verisk Analytics in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Verisk Analytics position peaked at $549K in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.