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SYSTM Wealth Solutions’s Verisk Analytics VRSK Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-4,123
Closed -$1.11M – 618
2024
Q2 		$1.11M Sell
4,123
-4,080
-50% -$998K 0.25% 107
2024
Q1 		$1.93M Sell
8,203
-163
-2% -$39.2K 0.24% 125
2023
Q4 		$2M Sell
8,366
-169
-2% -$40K 0.28% 105
2023
Q3 		$2.02M Sell
8,535
-603
-7% -$142K 0.31% 87
2023
Q2 		$2.07M Buy
9,138
+774
+9% +$163K 0.28% 96
2023
Q1 		$1.6M Sell
8,364
-17,444
-68% -$3.16M 0.25% 106
2022
Q4 		$4.55M Buy
+25,808
New +$4.53M 0.57% 37

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

SYSTM Wealth Solutions's VRSK Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 4,123 shares — an estimated $1.11M sold.

SYSTM Wealth Solutions first reported a position in VRSK in Q4 2022 and held it in 7 quarters. The position peaked at $4.55M in Q4 2022. 953 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,123 Verisk Analytics shares in Q3 2024, an estimated $1.11M.
  • SYSTM Wealth Solutions first reported a position in Verisk Analytics in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Verisk Analytics position peaked at $4.55M in Q4 2022.
  • 953 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.