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Tradition Wealth Management’s Verisk Analytics VRSK Stock Holding History

Tradition 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
2024
Q1 		– Sell
-382
Closed -$91K – 1172
2023
Q4 		$91K Hold
382
– – 0.01% 501
2023
Q3 		$90K Buy
382
+1
+0.3% +$236 0.01% 469
2023
Q2 		$86K Buy
381
+2
+0.5% +$420 0.01% 493
2023
Q1 		$73K Hold
379
– – 0.01% 520
2022
Q4 		$67K Buy
379
+1
+0.3% +$176 0.01% 464
2022
Q3 		$64K Buy
+378
New +$70.7K 0.01% 456

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Tradition Wealth Management's VRSK Position: Q1 2024 in Review

Tradition Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2024, closing a stake of 382 shares — an estimated $91K sold.

Tradition Wealth Management first reported a position in VRSK in Q3 2022 and held it in 6 quarters. The position peaked at $91K in Q4 2023. 937 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • Tradition Wealth Management reported no remaining Verisk Analytics position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 382 Verisk Analytics shares in Q1 2024, an estimated $91K.
  • Tradition Wealth Management first reported a position in Verisk Analytics in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Verisk Analytics position peaked at $91K in Q4 2023.
  • 937 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.