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PFG Private Wealth Management’s Verisk Analytics VRSK Stock Holding History

PFG Private Wealth Management’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
2022
Q1 		– Sell
-446
Closed -$102K – 357
2021
Q4 		$102K Buy
446
+29
+7% +$6.33K 0.05% 111
2021
Q3 		$84K Buy
+417
New +$80.8K 0.05% 96

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Vanguard Group
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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

PFG Private Wealth Management's VRSK Position: Q1 2022 in Review

PFG Private Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2022, closing a stake of 446 shares — an estimated $102K sold.

PFG Private Wealth Management first reported a position in VRSK in Q3 2021 and held it in 2 quarters. The position peaked at $102K in Q4 2021. 784 funds tracked by Wall St. Rank hold VRSK as of Q1 2022.

  • PFG Private Wealth Management reported no remaining Verisk Analytics position as of Q1 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 446 Verisk Analytics shares in Q1 2022, an estimated $102K.
  • PFG Private Wealth Management first reported a position in Verisk Analytics in Q3 2021 and held it in 2 quarters.
  • PFG Private Wealth Management's Verisk Analytics position peaked at $102K in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2022.

Based on PFG Private Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.