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Tyler-Stone Wealth Management’s Verisk Analytics VRSK Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-30
Closed -$8.09K – 929
2024
Q2 		$8.09K Hold
30
– – ﹤0.01% 688
2024
Q1 		$7.07K Hold
30
– – ﹤0.01% 703
2023
Q4 		$7.17K Hold
30
– – ﹤0.01% 683
2023
Q3 		$7K Hold
30
– – ﹤0.01% 676
2023
Q2 		$7K Buy
+30
New +$6.3K ﹤0.01% 675
2022
Q4 		$5K Hold
30
– – ﹤0.01% 669
2022
Q3 		$5K Hold
30
– – ﹤0.01% 653
2022
Q2 		$5K Buy
30
+25
+500% +$4.66K ﹤0.01% 679
2022
Q1 		$1K Hold
5
– – ﹤0.01% 817
2021
Q4 		$1K Buy
+5
New +$1.09K ﹤0.01% 899

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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

Tyler-Stone Wealth Management's VRSK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 30 shares — an estimated $8.09K sold.

Tyler-Stone Wealth Management first reported a position in VRSK in Q4 2021 and held it in 10 quarters. The position peaked at $8.09K in Q2 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 30 Verisk Analytics shares in Q3 2024, an estimated $8.09K.
  • Tyler-Stone Wealth Management first reported a position in Verisk Analytics in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Verisk Analytics position peaked at $8.09K in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.