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Wealthcare Capital Management’s Verisk Analytics VRSK Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-27
Closed -$5K – 650
2021
Q1 		$5K Buy
+27
New +$4.95K ﹤0.01% 397
2020
Q1 		– Sell
-15
Closed -$2K – 638
2019
Q4 		$2K Buy
+15
New +$2.22K ﹤0.01% 578
2015
Q2 		– Sell
-44
Closed -$3K – 847
2015
Q1 		$3K Buy
+44
New +$2.97K ﹤0.01% 776

Other funds holding VRSK

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthcare Capital Management's VRSK Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Verisk Analytics (VRSK) in Q2 2021, closing a stake of 27 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in VRSK in Q1 2015 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 753 funds tracked by Wall St. Rank hold VRSK as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Verisk Analytics position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 27 Verisk Analytics shares in Q2 2021, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Verisk Analytics in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Verisk Analytics position peaked at $5K in Q1 2021.
  • 753 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.