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Wealthspire Advisors (Maryland)’s Verisk Analytics VRSK Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$236K Sell
1,275
-6,474
-84% -$1.19M 0.01% 409
2020
Q2 		$1.32M Buy
7,749
+369
+5% +$58.3K 0.09% 130
2020
Q1 		$1.03M Sell
7,380
-73
-1% -$11.4K 0.09% 130
2019
Q4 		$1.11M Buy
7,453
+366
+5% +$54.2K 0.07% 153
2019
Q3 		$1.12M Sell
7,087
-860
-11% -$133K 0.08% 128
2019
Q2 		$1.16M Buy
7,947
+309
+4% +$43.6K 0.09% 126
2019
Q1 		$1.02M Sell
7,638
-983
-11% -$120K 0.08% 137
2018
Q4 		$940K Buy
8,621
+202
+2% +$23.6K 0.08% 129
2018
Q3 		$1.01M Buy
8,419
+874
+12% +$102K 0.08% 136
2018
Q2 		$812K Sell
7,545
-599
-7% -$63.8K 0.07% 156
2018
Q1 		$847K Buy
8,144
+946
+13% +$94.4K 0.08% 149
2017
Q4 		$691K Sell
7,198
-1,739
-19% -$157K 0.07% 196
2017
Q3 		$743K Sell
8,937
-386
-4% -$32K 0.08% 165
2017
Q2 		$787K Buy
9,323
+918
+11% +$74.3K 0.09% 145
2017
Q1 		$682K Buy
8,405
+3,530
+72% +$290K 0.1% 135
2016
Q4 		$396K Sell
4,875
-726
-13% -$59.5K 0.06% 217
2016
Q3 		$455K Sell
5,601
-44
-0.8% -$3.64K 0.07% 187
2016
Q2 		$458K Sell
5,645
-405
-7% -$31.8K 0.08% 175
2016
Q1 		$484K Buy
6,050
+54
+0.9% +$3.94K 0.09% 161
2015
Q4 		$461K Buy
+5,996
New +$455K 0.09% 167

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VRSK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Verisk Analytics (VRSK) stake by 84% in Q3 2020, selling an estimated $1.19M and leaving 1,275 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #409.

Wealthspire Advisors (Maryland) first reported a position in VRSK in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.32M in Q2 2020. 732 funds tracked by Wall St. Rank hold VRSK as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,275 shares of Verisk Analytics worth $236K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 6,474 Verisk Analytics shares in Q3 2020, an estimated $1.19M.
  • Verisk Analytics made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #409 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Verisk Analytics in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Verisk Analytics position peaked at $1.32M in Q2 2020.
  • 732 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.