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Prospera Financial Services’s Verisk Analytics VRSK Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-25
Closed -$4K – 1571
2022
Q2 		$4K Sell
25
-389
-94% -$72.5K ﹤0.01% 1491
2022
Q1 		$89K Sell
414
-11,902
-97% -$2.35M ﹤0.01% 1153
2021
Q4 		$2.82M Buy
12,316
+754
+7% +$165K 0.12% 200
2021
Q3 		$2.31M Buy
+11,562
New +$2.24M 0.12% 213
2020
Q4 		– Sell
-408
Closed -$76K – 1554
2020
Q3 		$76K Buy
+408
New +$74.7K 0.03% 491

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Prospera Financial Services's VRSK Position: Q3 2022 in Review

Prospera Financial Services sold out of Verisk Analytics (VRSK) in Q3 2022, closing a stake of 25 shares — an estimated $4K sold.

Prospera Financial Services first reported a position in VRSK in Q3 2020 and held it in 5 quarters. The position peaked at $2.82M in Q4 2021. 773 funds tracked by Wall St. Rank hold VRSK as of Q3 2022.

  • Prospera Financial Services reported no remaining Verisk Analytics position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 25 Verisk Analytics shares in Q3 2022, an estimated $4K.
  • Prospera Financial Services first reported a position in Verisk Analytics in Q3 2020 and held it in 5 quarters.
  • Prospera Financial Services's Verisk Analytics position peaked at $2.82M in Q4 2021.
  • 773 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.