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Transform Wealth’s Verisk Analytics VRSK Stock Holding History

Transform Wealth’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
-1,902
Closed -$454K – 252
2023
Q4 		$454K Buy
1,902
+46
+2% +$10.9K 0.04% 176
2023
Q3 		$439K Sell
1,856
-272
-13% -$64.1K 0.05% 173
2023
Q2 		$481K Sell
2,128
-53
-2% -$11.1K 0.04% 179
2023
Q1 		$418K Sell
2,181
-117
-5% -$21.2K 0.04% 184
2022
Q4 		$405K Sell
2,298
-57
-2% -$10K 0.05% 160
2022
Q3 		$402K Sell
2,355
-502
-18% -$93.8K 0.05% 136
2022
Q2 		$495K Sell
2,857
-551
-16% -$103K 0.07% 127
2022
Q1 		$732K Sell
3,408
-208
-6% -$41K 0.08% 129
2021
Q4 		$827K Sell
3,616
-556
-13% -$121K 0.09% 126
2021
Q3 		$836K Sell
4,172
-830
-17% -$161K 0.1% 121
2021
Q2 		$874K Buy
5,002
+1,132
+29% +$201K 0.11% 127
2021
Q1 		$684K Buy
3,870
+32
+0.8% +$5.86K 0.14% 126
2020
Q4 		$797K Buy
3,838
+108
+3% +$21K 0.17% 112
2020
Q3 		$691K Sell
3,730
-594
-14% -$109K 0.11% 123
2020
Q2 		$736K Sell
4,324
-165
-4% -$26.1K 0.13% 117
2020
Q1 		$626K Buy
4,489
+240
+6% +$37.6K 0.13% 129
2019
Q4 		$635K Buy
4,249
+568
+15% +$84.2K 0.1% 144
2019
Q3 		$582K Sell
3,681
-3,746
-50% -$581K 0.1% 140
2019
Q2 		$1.09M Buy
+7,427
New +$1.05M 0.16% 129

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

Transform Wealth's VRSK Position: Q1 2024 in Review

Transform Wealth sold out of Verisk Analytics (VRSK) in Q1 2024, closing a stake of 1,902 shares — an estimated $454K sold.

Transform Wealth first reported a position in VRSK in Q2 2019 and held it in 19 quarters. The position peaked at $1.09M in Q2 2019. 937 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • Transform Wealth reported no remaining Verisk Analytics position as of Q1 2024 after selling out during the quarter.
  • Transform Wealth sold 1,902 Verisk Analytics shares in Q1 2024, an estimated $454K.
  • Transform Wealth first reported a position in Verisk Analytics in Q2 2019 and held it in 19 quarters.
  • Transform Wealth's Verisk Analytics position peaked at $1.09M in Q2 2019.
  • 937 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.