SWM
VRSK icon

SeaCrest Wealth Management’s Verisk Analytics VRSK Stock Holding History

SeaCrest 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
2022
Q3 		– Sell
-674
Closed -$117K – 1507
2022
Q2 		$117K Buy
+674
New +$126K 0.01% 798
2019
Q2 		– Sell
-914
Closed -$122K – 1816
2019
Q1 		$122K Buy
914
+175
+24% +$21.3K 0.02% 626
2018
Q4 		$81K Sell
739
-256
-26% -$29.9K 0.02% 735
2018
Q3 		$120K Hold
995
– – 0.02% 684
2018
Q2 		$107K Buy
995
+192
+24% +$20.4K 0.02% 700
2018
Q1 		$84K Buy
803
+257
+47% +$25.7K 0.02% 765
2017
Q4 		$52K Buy
+546
New +$49.4K 0.01% 946

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return