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MPS Loria Financial Planners’s Verisk Analytics VRSK Stock Holding History

MPS Loria Financial Planners’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
-8
Closed -$1K – 549
2021
Q1 		$1K Hold
8
– – ﹤0.01% 541
2020
Q4 		$2K Buy
+8
New +$1.55K ﹤0.01% 494

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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

MPS Loria Financial Planners's VRSK Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Verisk Analytics (VRSK) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in VRSK in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 751 funds tracked by Wall St. Rank hold VRSK as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Verisk Analytics position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 8 Verisk Analytics shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Verisk Analytics in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Verisk Analytics position peaked at $2K in Q4 2020.
  • 751 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.