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Ropes Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Ropes Wealth Advisors’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
2021
Q1 		– Sell
-260
Closed -$54K – 773
2020
Q4 		$54K Hold
260
– – 0.01% 373
2020
Q3 		$48K Hold
260
– – 0.01% 342
2020
Q2 		$44K Hold
260
– – 0.01% 319
2020
Q1 		$36K Hold
260
– – 0.01% 310
2019
Q4 		$39K Hold
260
– – 0.01% 353
2019
Q3 		$41K Sell
260
-34
-12% -$5.28K 0.01% 355
2019
Q2 		$43K Hold
294
– – 0.01% 355
2019
Q1 		$39K Buy
+294
New +$35.8K 0.01% 358
2017
Q1 		– Sell
-150
Closed -$12K – 563
2016
Q4 		$12K Buy
+150
New +$12.3K ﹤0.01% 437

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Ropes Wealth Advisors's VRSK Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Verisk Analytics (VRSK) in Q1 2021, closing a stake of 260 shares — an estimated $54K sold.

Ropes Wealth Advisors first reported a position in VRSK in Q4 2016 and held it in 9 quarters. The position peaked at $54K in Q4 2020. 754 funds tracked by Wall St. Rank hold VRSK as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Verisk Analytics position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 260 Verisk Analytics shares in Q1 2021, an estimated $54K.
  • Ropes Wealth Advisors first reported a position in Verisk Analytics in Q4 2016 and held it in 9 quarters.
  • Ropes Wealth Advisors's Verisk Analytics position peaked at $54K in Q4 2020.
  • 754 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.