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U.S. Capital Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

U.S. Capital 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
2024
Q1 		– Sell
-897
Closed -$214K – 713
2023
Q4 		$214K Sell
897
-12
-1% -$2.84K 0.01% 621
2023
Q3 		$215K Sell
909
-27
-3% -$6.36K 0.01% 581
2023
Q2 		$212K Buy
+936
New +$197K 0.01% 615
2023
Q1 		– Sell
-607
Closed -$107K – 1518
2022
Q4 		$107K Buy
+607
New +$107K 0.01% 729

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

U.S. Capital Wealth Advisors's VRSK Position: Q1 2024 in Review

U.S. Capital Wealth Advisors sold out of Verisk Analytics (VRSK) in Q1 2024, closing a stake of 897 shares — an estimated $214K sold.

U.S. Capital Wealth Advisors first reported a position in VRSK in Q4 2022 and held it in 4 quarters. The position peaked at $215K in Q3 2023. 936 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • U.S. Capital Wealth Advisors reported no remaining Verisk Analytics position as of Q1 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 897 Verisk Analytics shares in Q1 2024, an estimated $214K.
  • U.S. Capital Wealth Advisors first reported a position in Verisk Analytics in Q4 2022 and held it in 4 quarters.
  • U.S. Capital Wealth Advisors's Verisk Analytics position peaked at $215K in Q3 2023.
  • 936 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.