AWA
AIZ icon

Amplius Wealth Advisors’s Assurant AIZ Stock Holding History

Amplius Wealth 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
Q4 		– Sell
-2,299
Closed -$334K – 166
2022
Q3 		$334K Sell
2,299
-37
-2% -$6.04K 0.06% 108
2022
Q2 		$403K Sell
2,336
-114
-5% -$20.6K 0.07% 111
2022
Q1 		$445K Sell
2,450
-482
-16% -$78.9K 0.07% 110
2021
Q4 		$456K Buy
+2,932
New +$465K 0.06% 117

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Amplius Wealth Advisors's AIZ Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of Assurant (AIZ) in Q4 2022, closing a stake of 2,299 shares — an estimated $334K sold.

Amplius Wealth Advisors first reported a position in AIZ in Q4 2021 and held it in 4 quarters. The position peaked at $456K in Q4 2021. 424 funds tracked by Wall St. Rank hold AIZ as of Q4 2022.

  • Amplius Wealth Advisors reported no remaining Assurant position as of Q4 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,299 Assurant shares in Q4 2022, an estimated $334K.
  • Amplius Wealth Advisors first reported a position in Assurant in Q4 2021 and held it in 4 quarters.
  • Amplius Wealth Advisors's Assurant position peaked at $456K in Q4 2021.
  • 424 funds tracked by Wall St. Rank held Assurant as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.