WealthPLAN Partners’s Verisk Analytics VRSK Stock Holding History

WealthPLAN Partners’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	–	Sell	-14	Closed	-$3.16K	–	1158
2023 Q2	$3.16K	Buy	+14	New	+$2.94K	﹤0.01%	990

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

WealthPLAN Partners's VRSK Position: Q3 2023 in Review

WealthPLAN Partners sold out of Verisk Analytics (VRSK) in Q3 2023, closing a stake of 14 shares — an estimated $3.16K sold.

WealthPLAN Partners first reported a position in VRSK in Q2 2023 and held it in 1 quarter. The position peaked at $3.16K in Q2 2023. 873 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

WealthPLAN Partners reported no remaining Verisk Analytics position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 14 Verisk Analytics shares in Q3 2023, an estimated $3.16K.
WealthPLAN Partners first reported a position in Verisk Analytics in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Verisk Analytics position peaked at $3.16K in Q2 2023.
873 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.