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	–	542
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 $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

WealthOne's VRSK Position: Q3 2023 in Review

WealthOne held its Verisk Analytics (VRSK) position steady in Q3 2023 at 2,266 shares worth $535K. The position accounts for 0.22% of the portfolio, ranked #40.

WealthOne first reported a position in VRSK in Q4 2018 and has held it in 19 quarters since. The position peaked at $896K in Q4 2020. 873 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

WealthOne held 2,266 shares of Verisk Analytics worth $535K as of Q3 2023.
WealthOne left its Verisk Analytics share count unchanged in Q3 2023.
Verisk Analytics made up 0.22% of WealthOne's portfolio in Q3 2023, its #40 holding.
WealthOne first reported a position in Verisk Analytics in Q4 2018 and has held it in 19 quarters since.
WealthOne's Verisk Analytics position peaked at $896K in Q4 2020.
873 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.