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Morton Brown Family Wealth’s Verisk Analytics VRSK Stock Holding History

Morton Brown Family 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
2022
Q1 		– Sell
-5
Closed -$1K – 213
2021
Q4 		$1K Buy
+5
New +$1.09K ﹤0.01% 213

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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

Morton Brown Family Wealth's VRSK Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of Verisk Analytics (VRSK) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

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

  • Morton Brown Family Wealth reported no remaining Verisk Analytics position as of Q1 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 5 Verisk Analytics shares in Q1 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Verisk Analytics in Q4 2021 and held it in 1 quarter.
  • Morton Brown Family Wealth's Verisk Analytics position peaked at $1K in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.