Total Clarity Wealth Management’s Verisk Analytics VRSK Stock Holding History

Total Clarity Wealth Management’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	-400	Closed	-$69K	–	962
2022 Q2	$69K	Buy	+400	New	+$74.6K	0.04%	367
2022 Q1	–	Sell	-400	Closed	-$91K	–	902
2021 Q4	$91K	Hold	400	–	–	0.04%	329
2021 Q3	$80K	Buy	+400	New	+$77.5K	0.04%	337
2021 Q2	–	Sell	-400	Closed	-$71K	–	735
2021 Q1	$71K	Buy	+400	New	+$73.3K	0.04%	289
2020 Q1	–	Sell	-400	Closed	-$60K	–	614
2019 Q4	$60K	Buy	+400	New	+$59.3K	0.05%	240

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

Total Clarity Wealth Management's VRSK Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Verisk Analytics (VRSK) in Q3 2022, closing a stake of 400 shares — an estimated $69K sold.

Total Clarity Wealth Management first reported a position in VRSK in Q4 2019 and held it in 5 quarters. The position peaked at $91K in Q4 2021. 773 funds tracked by Wall St. Rank hold VRSK as of Q3 2022.

Total Clarity Wealth Management reported no remaining Verisk Analytics position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 400 Verisk Analytics shares in Q3 2022, an estimated $69K.
Total Clarity Wealth Management first reported a position in Verisk Analytics in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Verisk Analytics position peaked at $91K in Q4 2021.
773 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.