American Portfolios Advisors’s Assurant AIZ Stock Holding History

American Portfolios Advisors’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
2022 Q3	$126K	Buy	866 +841	+3,364%	+$137K	0.01%	1222
2022 Q2	$4.32K	Hold	25	–	–	﹤0.01%	2885
2022 Q1	$4.55K	Buy	25 +6	+32%	+$983	﹤0.01%	2975
2021 Q4	$2.96K	Hold	19	–	–	﹤0.01%	3074
2021 Q3	$3K	Hold	19	–	–	﹤0.01%	3039
2021 Q2	$2.97K	Hold	19	–	–	﹤0.01%	3028
2021 Q1	$2.69K	Hold	19	–	–	﹤0.01%	2905
2020 Q4	$2.59K	Buy	+19	New	+$2.46K	﹤0.01%	2635
2019 Q4	–	Sell	-398	Closed	-$50.1K	–	2846
2019 Q3	$50.1K	Buy	+398	New	+$47.2K	﹤0.01%	1281
2018 Q4	–	Sell	-75	Closed	-$8.1K	–	2405
2018 Q3	$8.1K	Buy	+75	New	+$7.94K	﹤0.01%	1819

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Portfolios Advisors's AIZ Position: Q3 2022 in Review

American Portfolios Advisors increased its Assurant (AIZ) stake by 3,364% in Q3 2022, buying an estimated $137K and bringing the position to 866 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #1222.

American Portfolios Advisors first reported a position in AIZ in Q3 2018 and has held it in 10 quarters since. 431 funds tracked by Wall St. Rank hold AIZ as of Q3 2022.

American Portfolios Advisors held 866 shares of Assurant worth $126K as of Q3 2022.
American Portfolios Advisors bought 841 Assurant shares in Q3 2022, an estimated $137K.
Assurant made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1222 holding.
American Portfolios Advisors first reported a position in Assurant in Q3 2018 and has held it in 10 quarters since.
431 funds tracked by Wall St. Rank held Assurant as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.