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Wetzel Investment Advisors’s Verisk Analytics VRSK Stock Holding History

Wetzel Investment Advisors’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
-11
Closed -$2.59K – 870
2024
Q2 		$2.59K Sell
11
-250
-96% -$61.2K ﹤0.01% 706
2024
Q1 		$58.3K Buy
261
+3
+1% +$721 0.03% 233
2023
Q4 		$62K Buy
+258
New +$61.1K 0.04% 227

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wetzel Investment Advisors's VRSK Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 11 shares — an estimated $2.59K sold.

Wetzel Investment Advisors first reported a position in VRSK in Q4 2023 and held it in 3 quarters. The position peaked at $62K in Q4 2023. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 11 Verisk Analytics shares in Q3 2024, an estimated $2.59K.
  • Wetzel Investment Advisors first reported a position in Verisk Analytics in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Verisk Analytics position peaked at $62K in Q4 2023.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.