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Ten Capital Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Ten Capital 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
Q1 		– Sell
-45
Closed -$8.15K – 663
2022
Q4 		$7.94K Buy
45
+4
+10% +$703 ﹤0.01% 335
2022
Q3 		$7K Buy
+41
New +$7.66K ﹤0.01% 371
2022
Q1 		– Sell
-213
Closed -$49K – 555
2021
Q4 		$49K Buy
+213
New +$46.5K 0.02% 135

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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ten Capital Wealth Advisors's VRSK Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Verisk Analytics (VRSK) in Q1 2023, closing a stake of 45 shares — an estimated $8.15K sold.

Ten Capital Wealth Advisors first reported a position in VRSK in Q4 2021 and held it in 3 quarters. The position peaked at $49K in Q4 2021. 797 funds tracked by Wall St. Rank hold VRSK as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Verisk Analytics position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 45 Verisk Analytics shares in Q1 2023, an estimated $8.15K.
  • Ten Capital Wealth Advisors first reported a position in Verisk Analytics in Q4 2021 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's Verisk Analytics position peaked at $49K in Q4 2021.
  • 797 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.