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TRUE Private Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

TRUE Private Wealth Advisors’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
2018
Q4 		– Sell
-915
Closed -$110K – 890
2018
Q3 		$110K Buy
+915
New +$106K 0.02% 342

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State Street
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T. Rowe Price Associates
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TRUE Private Wealth Advisors's VRSK Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Verisk Analytics (VRSK) in Q4 2018, closing a stake of 915 shares — an estimated $110K sold.

TRUE Private Wealth Advisors first reported a position in VRSK in Q3 2018 and held it in 1 quarter. The position peaked at $110K in Q3 2018. 599 funds tracked by Wall St. Rank hold VRSK as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Verisk Analytics position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 915 Verisk Analytics shares in Q4 2018, an estimated $110K.
  • TRUE Private Wealth Advisors first reported a position in Verisk Analytics in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Verisk Analytics position peaked at $110K in Q3 2018.
  • 599 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.