RPg Family Wealth Advisory’s Verisk Analytics VRSK Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-79	Closed	-$17K	–	321
2022 Q1	$17K	Hold	79	–	–	0.01%	223
2021 Q4	$18.1K	Hold	79	–	–	0.01%	230
2021 Q3	$15.8K	Hold	79	–	–	0.01%	246
2021 Q2	$13.8K	Buy	+79	New	+$14K	0.01%	254
2020 Q4	$26.2K	Hold	126	–	–	0.01%	203
2020 Q3	$23.3K	Hold	126	–	–	0.01%	206
2020 Q2	$21.4K	Hold	126	–	–	0.01%	208
2020 Q1	$17.6K	Sell	126 -28,884	-100%	-$4.53M	0.01%	199
2019 Q4	$4.33M	Sell	29,010 -462	-2%	-$68.5K	2.49%	11
2019 Q3	$4.66M	Sell	29,472 -907	-3%	-$141K	2.82%	8
2019 Q2	$4.45M	Sell	30,379 -7,663	-20%	-$1.08M	2.64%	10
2019 Q1	$5.06M	Buy	38,042 +116	+0.3%	+$14.1K	2.99%	7
2018 Q4	$4.14M	Sell	37,926 -1,321	-3%	-$154K	4.02%	8
2018 Q3	$4.73M	Sell	39,247 -57	-0.1%	-$6.63K	3.56%	6
2018 Q2	$4.23M	Buy	+39,304	New	+$4.18M	3.28%	6

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

RPg Family Wealth Advisory's VRSK Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Verisk Analytics (VRSK) in Q2 2022, closing a stake of 79 shares — an estimated $17K sold.

RPg Family Wealth Advisory first reported a position in VRSK in Q2 2018 and held it in 15 quarters. The position peaked at $5.06M in Q1 2019. 774 funds tracked by Wall St. Rank hold VRSK as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Verisk Analytics position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 79 Verisk Analytics shares in Q2 2022, an estimated $17K.
RPg Family Wealth Advisory first reported a position in Verisk Analytics in Q2 2018 and held it in 15 quarters.
RPg Family Wealth Advisory's Verisk Analytics position peaked at $5.06M in Q1 2019.
774 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.