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Planning Capital Management Corporation’s Verisk Analytics VRSK Stock Holding History

Planning Capital Management Corporation’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 		$24.1K Hold
90
– – 0.02% 265
2024
Q2 		$24.3K Hold
90
– – 0.02% 254
2024
Q1 		$21.2K Hold
90
– – 0.02% 280
2023
Q4 		$21.5K Buy
+90
New +$21.3K 0.02% 282

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Massachusetts Financial Services
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Fidelity Investments
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Geode Capital Management
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Morgan Stanley
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Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Planning Capital Management Corporation's VRSK Position: Q3 2024 in Review

Planning Capital Management Corporation held its Verisk Analytics (VRSK) position steady in Q3 2024 at 90 shares worth $24.1K. The position accounts for 0.02% of the portfolio, ranked #265.

Planning Capital Management Corporation first reported a position in VRSK in Q4 2023 and has held it in 4 quarters since. The position peaked at $24.3K in Q2 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • Planning Capital Management Corporation held 90 shares of Verisk Analytics worth $24.1K as of Q3 2024.
  • Planning Capital Management Corporation left its Verisk Analytics share count unchanged in Q3 2024.
  • Verisk Analytics made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #265 holding.
  • Planning Capital Management Corporation first reported a position in Verisk Analytics in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Verisk Analytics position peaked at $24.3K in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.