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Redwood Wealth Management Group’s Verisk Analytics VRSK Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-1
Closed -$270 – 1071
2024
Q2 		$270 Buy
+1
New +$245 ﹤0.01% 1110

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Massachusetts Financial Services
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Redwood Wealth Management Group's VRSK Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 1 share — an estimated $270 sold.

Redwood Wealth Management Group first reported a position in VRSK in Q2 2024 and held it in 1 quarter. The position peaked at $270 in Q2 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1 Verisk Analytics share in Q3 2024, an estimated $270.
  • Redwood Wealth Management Group first reported a position in Verisk Analytics in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Verisk Analytics position peaked at $270 in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.