AFWM
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Abich Financial Wealth Management’s Assurant AIZ Stock Holding History

Abich Financial Wealth Management’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13
Closed -$2.19K – 548
2023
Q4 		$2.19K Buy
+13
New +$2.07K ﹤0.01% 313

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Abich Financial Wealth Management's AIZ Position: Q1 2024 in Review

Abich Financial Wealth Management sold out of Assurant (AIZ) in Q1 2024, closing a stake of 13 shares — an estimated $2.19K sold.

Abich Financial Wealth Management first reported a position in AIZ in Q4 2023 and held it in 1 quarter. The position peaked at $2.19K in Q4 2023. 510 funds tracked by Wall St. Rank hold AIZ as of Q1 2024.

  • Abich Financial Wealth Management reported no remaining Assurant position as of Q1 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 13 Assurant shares in Q1 2024, an estimated $2.19K.
  • Abich Financial Wealth Management first reported a position in Assurant in Q4 2023 and held it in 1 quarter.
  • Abich Financial Wealth Management's Assurant position peaked at $2.19K in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Assurant as of Q1 2024.

Based on Abich Financial Wealth Management's 13F filing for Q1 2024, filed 21 Jun 2024.