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Triad Wealth Partners’s Verisk Analytics VRSK Stock Holding History

Triad 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
2024
Q3 		– Sell
-8
Closed -$2.16K – 909
2024
Q2 		$2.16K Buy
+8
New +$1.96K ﹤0.01% 745

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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
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

Triad Wealth Partners's VRSK Position: Q3 2024 in Review

Triad Wealth Partners sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 8 shares — an estimated $2.16K sold.

Triad Wealth Partners first reported a position in VRSK in Q2 2024 and held it in 1 quarter. The position peaked at $2.16K in Q2 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • Triad Wealth Partners reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 8 Verisk Analytics shares in Q3 2024, an estimated $2.16K.
  • Triad Wealth Partners first reported a position in Verisk Analytics in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Verisk Analytics position peaked at $2.16K in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.