TFO Wealth Partners’s Verisk Analytics VRSK Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-8	Closed	-$1K	–	489
2022 Q2	$1K	Buy	+8	New	+$1.49K	﹤0.01%	478

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 $3.38T AUM 44.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

TFO Wealth Partners's VRSK Position: Q3 2022 in Review

TFO Wealth Partners sold out of Verisk Analytics (VRSK) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in VRSK in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 773 funds tracked by Wall St. Rank hold VRSK as of Q3 2022.

TFO Wealth Partners reported no remaining Verisk Analytics position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 8 Verisk Analytics shares in Q3 2022, an estimated $1K.
TFO Wealth Partners first reported a position in Verisk Analytics in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's Verisk Analytics position peaked at $1K in Q2 2022.
773 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.