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Phoenix Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-100
Closed -$20K – 348
2021
Q3 		$20K Hold
100
– – 0.01% 267
2021
Q2 		$18K Hold
100
– – 0.01% 266
2021
Q1 		$18K Hold
100
– – 0.01% 265
2020
Q4 		$21K Buy
+100
New +$19.4K 0.02% 251

Other funds holding VRSK

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BlackRock
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Phoenix Wealth Advisors's VRSK Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Verisk Analytics (VRSK) in Q4 2021, closing a stake of 100 shares — an estimated $20K sold.

Phoenix Wealth Advisors first reported a position in VRSK in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q4 2020. 829 funds tracked by Wall St. Rank hold VRSK as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Verisk Analytics position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 100 Verisk Analytics shares in Q4 2021, an estimated $20K.
  • Phoenix Wealth Advisors first reported a position in Verisk Analytics in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Verisk Analytics position peaked at $21K in Q4 2020.
  • 829 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.