PWM
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PRW Wealth Management’s Verisk Analytics VRSK Stock Holding History

PRW 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
2019
Q2 		– Sell
-20
Closed -$3K – 656
2019
Q1 		$3K Buy
20
+16
+400% +$1.95K ﹤0.01% 479
2018
Q4 		$0 Buy
+4
New +$468 ﹤0.01% 772

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State Street
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Massachusetts Financial Services
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HL
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PRW Wealth Management's VRSK Position: Q2 2019 in Review

PRW Wealth Management sold out of Verisk Analytics (VRSK) in Q2 2019, closing a stake of 20 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in VRSK in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 656 funds tracked by Wall St. Rank hold VRSK as of Q2 2019.

  • PRW Wealth Management reported no remaining Verisk Analytics position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 20 Verisk Analytics shares in Q2 2019, an estimated $3K.
  • PRW Wealth Management first reported a position in Verisk Analytics in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Verisk Analytics position peaked at $3K in Q1 2019.
  • 656 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.