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Personal Wealth Partners’s Verisk Analytics VRSK Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-8
Closed -$1K – 385
2021
Q2 		$1K Buy
+8
New +$1.42K ﹤0.01% 422
2020
Q1 		– Sell
-8
Closed -$1K – 598
2019
Q4 		$1K Hold
8
– – ﹤0.01% 481
2019
Q3 		$1K Buy
+8
New +$1.24K ﹤0.01% 493

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Personal Wealth Partners's VRSK Position: Q3 2021 in Review

Personal Wealth Partners sold out of Verisk Analytics (VRSK) in Q3 2021, closing a stake of 8 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in VRSK in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 749 funds tracked by Wall St. Rank hold VRSK as of Q3 2021.

  • Personal Wealth Partners reported no remaining Verisk Analytics position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 8 Verisk Analytics shares in Q3 2021, an estimated $1K.
  • Personal Wealth Partners first reported a position in Verisk Analytics in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Verisk Analytics position peaked at $1K in Q2 2021.
  • 749 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.