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Omnia Family Wealth’s Verisk Analytics VRSK Stock Holding History

Omnia 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
2019
Q2 		– Sell
-16
Closed -$2K – 513
2019
Q1 		$2K Hold
16
– – ﹤0.01% 497
2018
Q4 		$2K Hold
16
– – ﹤0.01% 454
2018
Q3 		$2K Hold
16
– – ﹤0.01% 490
2018
Q2 		$2K Hold
16
– – ﹤0.01% 472
2018
Q1 		$2K Hold
16
– – ﹤0.01% 489
2017
Q4 		$2K Hold
16
– – ﹤0.01% 505
2017
Q3 		$1K Sell
16
-42
-72% -$3.48K ﹤0.01% 602
2017
Q2 		$5K Hold
58
– – ﹤0.01% 423
2017
Q1 		$5K Sell
58
-44
-43% -$3.61K ﹤0.01% 408
2016
Q4 		$8K Buy
+102
New +$8.36K ﹤0.01% 324

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Omnia Family Wealth's VRSK Position: Q2 2019 in Review

Omnia Family Wealth sold out of Verisk Analytics (VRSK) in Q2 2019, closing a stake of 16 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in VRSK in Q4 2016 and held it in 10 quarters. The position peaked at $8K in Q4 2016. 656 funds tracked by Wall St. Rank hold VRSK as of Q2 2019.

  • Omnia Family Wealth reported no remaining Verisk Analytics position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 16 Verisk Analytics shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Verisk Analytics in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Verisk Analytics position peaked at $8K in Q4 2016.
  • 656 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.