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Sutton Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Sutton 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
2023
Q3 		$16.1K Buy
68
+9
+15% +$2.12K 0.01% 386
2023
Q2 		$13.3K Hold
59
– – 0.01% 415
2023
Q1 		$11.3K Sell
59
-2
-3% -$362 0.01% 400
2022
Q4 		$10.8K Sell
61
-1
-2% -$176 ﹤0.01% 918
2022
Q3 		$10.6K Buy
62
+1
+2% +$187 ﹤0.01% 872
2022
Q2 		$10.6K Buy
61
+1
+2% +$186 ﹤0.01% 888
2022
Q1 		$12.9K Buy
60
+11
+22% +$2.17K ﹤0.01% 867
2021
Q4 		$11.2K Hold
49
– – ﹤0.01% 894
2021
Q3 		$9.81K Buy
49
+1
+2% +$194 ﹤0.01% 917
2021
Q2 		$8.39K Hold
48
– – ﹤0.01% 961
2021
Q1 		$8.48K Hold
48
– – ﹤0.01% 922
2020
Q4 		$9.96K Hold
48
– – ﹤0.01% 808
2020
Q3 		$8.89K Hold
48
– – ﹤0.01% 775
2020
Q2 		$8.17K Buy
48
+5
+12% +$790 ﹤0.01% 756
2020
Q1 		$5.99K Buy
43
+3
+8% +$470 ﹤0.01% 779
2019
Q4 		$5.97K Hold
40
– – ﹤0.01% 919
2019
Q3 		$6.33K Hold
40
– – ﹤0.01% 895
2019
Q2 		$5.86K Buy
40
+5
+14% +$705 ﹤0.01% 901
2019
Q1 		$4.66K Buy
35
+11
+46% +$1.34K ﹤0.01% 952
2018
Q4 		$2.62K Hold
24
– – ﹤0.01% 969
2018
Q3 		$2.89K Hold
24
– – ﹤0.01% 966
2018
Q2 		$2.58K Hold
24
– – ﹤0.01% 992
2018
Q1 		$2.5K Buy
24
+15
+167% +$1.5K ﹤0.01% 992
2017
Q4 		$864 Hold
9
– – ﹤0.01% 1018
2017
Q3 		$749 Hold
9
– – ﹤0.01% 1013
2017
Q2 		$759 Hold
9
– – ﹤0.01% 1012
2017
Q1 		$730 Hold
9
– – ﹤0.01% 994
2016
Q4 		$731 Hold
9
– – ﹤0.01% 987
2016
Q3 		$732 Hold
9
– – ﹤0.01% 977
2016
Q2 		$730 Hold
9
– – ﹤0.01% 942
2016
Q1 		$719 Buy
+9
New +$657 ﹤0.01% 935

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sutton Wealth Advisors's VRSK Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Verisk Analytics (VRSK) stake by 15% in Q3 2023, buying an estimated $2.12K and bringing the position to 68 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #386.

Sutton Wealth Advisors first reported a position in VRSK in Q1 2016 and has held it in 31 quarters since. 875 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

  • Sutton Wealth Advisors held 68 shares of Verisk Analytics worth $16.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 9 Verisk Analytics shares in Q3 2023, an estimated $2.12K.
  • Verisk Analytics made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #386 holding.
  • Sutton Wealth Advisors first reported a position in Verisk Analytics in Q1 2016 and has held it in 31 quarters since.
  • 875 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.