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Northwest Financial Advisors’s Verisk Analytics VRSK Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-82
Closed -$22K – 531
2024
Q3 		$22K Buy
+82
New +$22.2K 0.02% 311
2024
Q1 		– Sell
-82
Closed -$19.5K – 516
2023
Q4 		$19.5K Buy
+82
New +$19.4K 0.02% 305

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Northwest Financial Advisors's VRSK Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Verisk Analytics (VRSK) in Q4 2024, closing a stake of 82 shares — an estimated $22K sold.

Northwest Financial Advisors first reported a position in VRSK in Q4 2023 and held it in 2 quarters. The position peaked at $22K in Q3 2024. 994 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Verisk Analytics position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 82 Verisk Analytics shares in Q4 2024, an estimated $22K.
  • Northwest Financial Advisors first reported a position in Verisk Analytics in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Verisk Analytics position peaked at $22K in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.