Regent Peak Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-164
Closed -$34K 975
2020
Q4
$34K Buy
+164
New +$31.9K 0.01% 364

Other funds holding VRSK

Regent Peak Wealth Advisors's VRSK Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Verisk Analytics (VRSK) in Q1 2021, closing a stake of 164 shares — an estimated $34K sold.

Regent Peak Wealth Advisors first reported a position in VRSK in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 753 funds tracked by Wall St. Rank hold VRSK as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Verisk Analytics position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 164 Verisk Analytics shares in Q1 2021, an estimated $34K.
  • Regent Peak Wealth Advisors first reported a position in Verisk Analytics in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Verisk Analytics position peaked at $34K in Q4 2020.
  • 753 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.