TCWP’s Verisk Analytics VRSK Stock Holding History

TCWP’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	-3,211	Closed	-$689K	–	1710
2022 Q1	$689K	Sell	3,211 -1,665	-34%	-$328K	0.13%	122
2021 Q4	$1.11M	Buy	+4,876	New	+$1.06M	0.22%	100

Other funds holding VRSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

TCWP's VRSK Position: Q2 2022 in Review

TCWP sold out of Verisk Analytics (VRSK) in Q2 2022, closing a stake of 3,211 shares — an estimated $689K sold.

TCWP first reported a position in VRSK in Q4 2021 and held it in 2 quarters. The position peaked at $1.11M in Q4 2021. 775 funds tracked by Wall St. Rank hold VRSK as of Q2 2022.

TCWP reported no remaining Verisk Analytics position as of Q2 2022 after selling out during the quarter.
TCWP sold 3,211 Verisk Analytics shares in Q2 2022, an estimated $689K.
TCWP first reported a position in Verisk Analytics in Q4 2021 and held it in 2 quarters.
TCWP's Verisk Analytics position peaked at $1.11M in Q4 2021.
775 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.