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Wellington Wealth Strategies’s Verisk Analytics VRSK Stock Holding History

Wellington Wealth Strategies’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
2024
Q3 		– Sell
-759
Closed -$204K – 99
2024
Q2 		$204K Buy
+759
New +$186K 0.86% 42

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AllianceBernstein
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wellington Wealth Strategies's VRSK Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 759 shares — an estimated $204K sold.

Wellington Wealth Strategies first reported a position in VRSK in Q2 2024 and held it in 1 quarter. The position peaked at $204K in Q2 2024. 953 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • Wellington Wealth Strategies reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 759 Verisk Analytics shares in Q3 2024, an estimated $204K.
  • Wellington Wealth Strategies first reported a position in Verisk Analytics in Q2 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's Verisk Analytics position peaked at $204K in Q2 2024.
  • 953 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.