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AACP
Advantage Alpha Capital Partners’s
Assurant
AIZ
Stock Holding History
Advantage Alpha Capital Partners’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
2025
Q4
–
Sell
-19,425
Closed
-$4.21M
–
5
2025
Q3
$4.21M
Sell
19,425
-1,811
-9%
-$367K
1.27%
18
2025
Q2
$4.19M
Buy
21,236
+30
+0.1%
+$5.89K
1.13%
37
2025
Q1
$4.45M
Sell
21,206
-5,020
-19%
-$1.05M
1.09%
44
2024
Q4
$5.59M
Sell
26,226
-9,175
-26%
-$1.91M
1.32%
24
2024
Q3
$7.04M
Sell
35,401
-13,393
-27%
-$2.44M
1.6%
11
2024
Q2
$8.11M
Buy
48,794
+3,532
+8%
+$613K
1.77%
10
2024
Q1
$8.52M
Buy
45,262
+1,412
+3%
+$246K
1.6%
14
2023
Q4
$7.39M
Sell
43,850
-10,945
-20%
-$1.74M
1.4%
21
2023
Q3
$7.87M
Sell
54,795
-2,057
-4%
-$282K
1.65%
18
2023
Q2
$7.15M
Buy
56,852
+390
+0.7%
+$48.6K
1.43%
27
2023
Q1
$6.78M
Buy
+56,462
New
+$7.06M
1.41%
24
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1-Year Est. Return
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1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
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Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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