WA
VRSK icon

WFG Advisors’s Verisk Analytics VRSK Stock Holding History

WFG 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
2017
Q2 		$75K Hold
888
– – 0.02% 602
2017
Q1 		$72K Buy
888
+425
+92% +$34.9K 0.02% 573
2016
Q4 		$38K Buy
463
+13
+3% +$1.07K 0.01% 783
2016
Q3 		$37K Hold
450
– – 0.01% 780
2016
Q2 		$36K Hold
450
– – 0.01% 777
2016
Q1 		$36K Hold
450
– – 0.01% 753
2015
Q4 		$35K Buy
+450
New +$34.2K 0.01% 757
2014
Q1 		– Sell
-450
Closed -$30K – 2244
2013
Q4 		$30K Hold
450
– – ﹤0.01% 1178
2013
Q3 		$29K Buy
450
+50
+13% +$3.15K ﹤0.01% 1124
2013
Q2 		$24K Buy
+400
New +$23.9K ﹤0.01% 1147

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return