Polaris Wealth Advisory Group’s Verisk Analytics VRSK Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-56,219	Closed	-$12.4M	–	178
2022 Q1	$12.4M	Buy	+56,219	New	+$11.1M	0.83%	39
2019 Q4	–	Sell	-3,005	Closed	-$461K	–	185
2019 Q3	$461K	Buy	3,005 +54	+2%	+$8.38K	0.04%	119
2019 Q2	$436K	Buy	2,951 +386	+15%	+$54.4K	0.03%	112
2019 Q1	$344K	Buy	2,565 +584	+29%	+$71.1K	0.03%	126
2018 Q4	$216K	Sell	1,981 -1,040	-34%	-$122K	0.02%	137
2018 Q3	$364K	Buy	+3,021	New	+$351K	0.03%	116

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Polaris Wealth Advisory Group's VRSK Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of Verisk Analytics (VRSK) in Q2 2022, closing a stake of 56,219 shares — an estimated $12.4M sold.

Polaris Wealth Advisory Group first reported a position in VRSK in Q3 2018 and held it in 6 quarters. The position peaked at $12.4M in Q1 2022. 774 funds tracked by Wall St. Rank hold VRSK as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining Verisk Analytics position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 56,219 Verisk Analytics shares in Q2 2022, an estimated $12.4M.
Polaris Wealth Advisory Group first reported a position in Verisk Analytics in Q3 2018 and held it in 6 quarters.
Polaris Wealth Advisory Group's Verisk Analytics position peaked at $12.4M in Q1 2022.
774 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.