WealthOne’s Verisk Analytics VRSK Stock Holding History

WealthOne’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
2023 Q3	$535K	Hold	2,266	–	–	0.22%	40
2023 Q2	$512K	Hold	2,266	–	–	0.19%	47
2023 Q1	$435K	Hold	2,266	–	–	0.17%	59
2022 Q4	$400K	Hold	2,266	–	–	0.16%	62
2022 Q3	$386K	Hold	2,266	–	–	0.17%	66
2022 Q2	$392K	Hold	2,266	–	–	0.16%	72
2022 Q1	$486K	Sell	2,266 -1,050	-32%	-$207K	0.17%	64
2021 Q4	$758K	Hold	3,316	–	–	0.26%	40
2021 Q3	$664K	Hold	3,316	–	–	0.25%	50
2021 Q2	$579K	Hold	3,316	–	–	0.23%	58
2021 Q1	$586K	Sell	3,316 -1,000	-23%	-$183K	0.25%	57
2020 Q4	$896K	Hold	4,316	–	–	0.43%	32
2020 Q3	$800K	Hold	4,316	–	–	0.45%	32
2020 Q2	$735K	Hold	4,316	–	–	0.45%	32
2020 Q1	$602K	Sell	4,316 -1,000	-19%	-$157K	0.46%	36
2019 Q4	$794K	Hold	5,316	–	–	0.49%	28
2019 Q3	$841K	Hold	5,316	–	–	0.6%	29
2019 Q2	$779K	Buy	+5,316	New	+$750K	0.55%	30
2019 Q1	–	Sell	-5,316	Closed	-$580K	–	563
2018 Q4	$580K	Buy	+5,316	New	+$621K	0.51%	32

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return