YWP
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YorkBridge Wealth Partners’s Verisk Analytics VRSK Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-159
Closed -$23K – 634
2019
Q2 		$23K Buy
159
+91
+134% +$12.8K 0.01% 460
2019
Q1 		$9K Buy
68
+50
+278% +$6.08K ﹤0.01% 612
2018
Q4 		$2K Buy
+18
New +$2.1K ﹤0.01% 695
2018
Q1 		– Sell
-16
Closed -$2K – 886
2017
Q4 		$2K Hold
16
– – ﹤0.01% 818
2017
Q3 		$1K Hold
16
– – ﹤0.01% 862
2017
Q2 		$1K Hold
16
– – ﹤0.01% 852
2017
Q1 		$1K Hold
16
– – ﹤0.01% 841
2016
Q4 		$1K Buy
+16
New +$1.31K ﹤0.01% 857

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

YorkBridge Wealth Partners's VRSK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Verisk Analytics (VRSK) in Q3 2019, closing a stake of 159 shares — an estimated $23K sold.

YorkBridge Wealth Partners first reported a position in VRSK in Q4 2016 and held it in 8 quarters. The position peaked at $23K in Q2 2019. 677 funds tracked by Wall St. Rank hold VRSK as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Verisk Analytics position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 159 Verisk Analytics shares in Q3 2019, an estimated $23K.
  • YorkBridge Wealth Partners first reported a position in Verisk Analytics in Q4 2016 and held it in 8 quarters.
  • YorkBridge Wealth Partners's Verisk Analytics position peaked at $23K in Q2 2019.
  • 677 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.