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SMI Advisory Services’s Verisk Analytics VRSK Stock Holding History

SMI Advisory Services’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
Q2 		– Sell
-16,975
Closed -$3.89M – 73
2024
Q1 		$3.89M Buy
+16,975
New +$4.08M 1.09% 31

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SMI Advisory Services's VRSK Position: Q2 2024 in Review

SMI Advisory Services sold out of Verisk Analytics (VRSK) in Q2 2024, closing a stake of 16,975 shares — an estimated $3.89M sold.

SMI Advisory Services first reported a position in VRSK in Q1 2024 and held it in 1 quarter. The position peaked at $3.89M in Q1 2024. 947 funds tracked by Wall St. Rank hold VRSK as of Q2 2024.

  • SMI Advisory Services reported no remaining Verisk Analytics position as of Q2 2024 after selling out during the quarter.
  • SMI Advisory Services sold 16,975 Verisk Analytics shares in Q2 2024, an estimated $3.89M.
  • SMI Advisory Services first reported a position in Verisk Analytics in Q1 2024 and held it in 1 quarter.
  • SMI Advisory Services's Verisk Analytics position peaked at $3.89M in Q1 2024.
  • 947 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2024.

Based on SMI Advisory Services's 13F filing for Q2 2024, filed 15 Jul 2024.