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TrueWealth LLC’s Verisk Analytics VRSK Stock Holding History

TrueWealth LLC’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
2020
Q1 		– Sell
-92
Closed -$14K – 798
2019
Q4 		$14K Hold
92
– – 0.01% 424
2019
Q3 		$15K Hold
92
– – 0.01% 408
2019
Q2 		$13K Hold
92
– – 0.01% 431
2019
Q1 		$12K Hold
92
– – 0.01% 437
2018
Q4 		$10K Hold
92
– – 0.01% 443
2018
Q3 		$11K Hold
92
– – 0.01% 473
2018
Q2 		$10K Hold
92
– – ﹤0.01% 492
2018
Q1 		$10K Sell
92
-177
-66% -$17.7K 0.01% 459
2017
Q4 		$26K Buy
+269
New +$24.3K 0.01% 372

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrueWealth LLC's VRSK Position: Q1 2020 in Review

TrueWealth LLC sold out of Verisk Analytics (VRSK) in Q1 2020, closing a stake of 92 shares — an estimated $14K sold.

TrueWealth LLC first reported a position in VRSK in Q4 2017 and held it in 9 quarters. The position peaked at $26K in Q4 2017. 648 funds tracked by Wall St. Rank hold VRSK as of Q1 2020.

  • TrueWealth LLC reported no remaining Verisk Analytics position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 92 Verisk Analytics shares in Q1 2020, an estimated $14K.
  • TrueWealth LLC first reported a position in Verisk Analytics in Q4 2017 and held it in 9 quarters.
  • TrueWealth LLC's Verisk Analytics position peaked at $26K in Q4 2017.
  • 648 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.