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WealthTrust-Arizona’s Verisk Analytics VRSK Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$52K Sell
473
-4
-0.8% -$468 0.03% 147
2018
Q3 		$58K Buy
477
+12
+3% +$1.4K 0.03% 149
2018
Q2 		$50K Sell
465
-239
-34% -$25.4K 0.03% 152
2018
Q1 		$73K Sell
704
-202
-22% -$20.2K 0.04% 124
2017
Q4 		$87K Sell
906
-162
-15% -$14.7K 0.04% 116
2017
Q3 		$89K Hold
1,068
– – 0.05% 107
2017
Q2 		$90K Buy
1,068
+848
+385% +$68.6K 0.05% 102
2017
Q1 		$18K Hold
220
– – 0.01% 279
2016
Q4 		$18K Hold
220
– – 0.01% 278
2016
Q3 		$18K Sell
220
-1
-0.5% -$83 0.01% 266
2016
Q2 		$18K Sell
221
-619
-74% -$48.6K 0.01% 257
2016
Q1 		$67K Sell
840
-277
-25% -$20.2K 0.04% 122
2015
Q4 		$86K Sell
1,117
-3
-0.3% -$228 0.05% 100
2015
Q3 		$83K Sell
1,120
-202
-15% -$15.1K 0.05% 98
2015
Q2 		$96K Sell
1,322
-3
-0.2% -$220 0.06% 96
2015
Q1 		$95K Sell
1,325
-676
-34% -$45.6K 0.06% 97
2014
Q4 		$128K Sell
2,001
-326
-14% -$20.3K 0.11% 77
2014
Q3 		$142K Sell
2,327
-59
-2% -$3.68K 0.16% 73
2014
Q2 		$143K Buy
2,386
+427
+22% +$25.5K 0.15% 79
2014
Q1 		$117K Buy
1,959
+45
+2% +$2.85K 0.13% 90
2013
Q4 		$126K Sell
1,914
-28
-1% -$1.84K 0.15% 75
2013
Q3 		$126K Hold
1,942
– – 0.16% 73
2013
Q2 		$116K Buy
+1,942
New +$116K 0.16% 73

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WealthTrust-Arizona's VRSK Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Verisk Analytics (VRSK) stake by 0.84% in Q4 2018, selling an estimated $468 and leaving 473 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #147.

WealthTrust-Arizona first reported a position in VRSK in Q2 2013 and has held it in 23 quarters since. The position peaked at $143K in Q2 2014. 600 funds tracked by Wall St. Rank hold VRSK as of Q4 2018.

  • WealthTrust-Arizona held 473 shares of Verisk Analytics worth $52K as of Q4 2018.
  • WealthTrust-Arizona sold 4 Verisk Analytics shares in Q4 2018, an estimated $468.
  • Verisk Analytics made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #147 holding.
  • WealthTrust-Arizona first reported a position in Verisk Analytics in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Verisk Analytics position peaked at $143K in Q2 2014.
  • 600 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.