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My Personal CFO LLC’s Verisk Analytics VRSK Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-6
Closed -$1.06K – 802
2022
Q4 		$1.06K Buy
+6
New +$1.05K ﹤0.01% 627

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

My Personal CFO LLC's VRSK Position: Q1 2023 in Review

My Personal CFO LLC sold out of Verisk Analytics (VRSK) in Q1 2023, closing a stake of 6 shares — an estimated $1.06K sold.

My Personal CFO LLC first reported a position in VRSK in Q4 2022 and held it in 1 quarter. The position peaked at $1.06K in Q4 2022. 797 funds tracked by Wall St. Rank hold VRSK as of Q1 2023.

  • My Personal CFO LLC reported no remaining Verisk Analytics position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 6 Verisk Analytics shares in Q1 2023, an estimated $1.06K.
  • My Personal CFO LLC first reported a position in Verisk Analytics in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Verisk Analytics position peaked at $1.06K in Q4 2022.
  • 797 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.