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Pacific Capital Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Pacific Capital Wealth 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
Q3 		– Sell
-53
Closed -$14.3K – 601
2024
Q2 		$14.3K Buy
+53
New +$13K ﹤0.01% 277

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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

Pacific Capital Wealth Advisors's VRSK Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 53 shares — an estimated $14.3K sold.

Pacific Capital Wealth Advisors first reported a position in VRSK in Q2 2024 and held it in 1 quarter. The position peaked at $14.3K in Q2 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 53 Verisk Analytics shares in Q3 2024, an estimated $14.3K.
  • Pacific Capital Wealth Advisors first reported a position in Verisk Analytics in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Verisk Analytics position peaked at $14.3K in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.