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National Wealth Management Group’s Verisk Analytics VRSK Stock Holding History

National Wealth Management Group’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
-1,564
Closed -$422K – 172
2024
Q2 		$422K Buy
+1,564
New +$383K 0.32% 74

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

National Wealth Management Group's VRSK Position: Q3 2024 in Review

National Wealth Management Group sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 1,564 shares — an estimated $422K sold.

National Wealth Management Group first reported a position in VRSK in Q2 2024 and held it in 1 quarter. The position peaked at $422K in Q2 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • National Wealth Management Group reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
  • National Wealth Management Group sold 1,564 Verisk Analytics shares in Q3 2024, an estimated $422K.
  • National Wealth Management Group first reported a position in Verisk Analytics in Q2 2024 and held it in 1 quarter.
  • National Wealth Management Group's Verisk Analytics position peaked at $422K in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on National Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.