AIA
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Arrow Investment Advisors’s Assurant AIZ Stock Holding History

Arrow Investment 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
2023
Q2 		– Sell
-2,390
Closed -$287K – 63
2023
Q1 		$287K Buy
2,390
+296
+14% +$37K 0.21% 25
2022
Q4 		$262K Buy
2,094
+674
+47% +$89.8K 0.18% 31
2022
Q3 		$207K Buy
1,420
+202
+17% +$33K 0.16% 47
2022
Q2 		$210K Sell
1,218
-141
-10% -$25.5K 0.17% 55
2022
Q1 		$248K Sell
1,359
-495
-27% -$81.1K 0.18% 66
2021
Q4 		$289K Buy
1,854
+247
+15% +$39.2K 0.2% 38
2021
Q3 		$254K Buy
+1,607
New +$259K 0.17% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Arrow Investment Advisors's AIZ Position: Q2 2023 in Review

Arrow Investment Advisors sold out of Assurant (AIZ) in Q2 2023, closing a stake of 2,390 shares — an estimated $287K sold.

Arrow Investment Advisors first reported a position in AIZ in Q3 2021 and held it in 7 quarters. The position peaked at $289K in Q4 2021. 414 funds tracked by Wall St. Rank hold AIZ as of Q2 2023.

  • Arrow Investment Advisors reported no remaining Assurant position as of Q2 2023 after selling out during the quarter.
  • Arrow Investment Advisors sold 2,390 Assurant shares in Q2 2023, an estimated $287K.
  • Arrow Investment Advisors first reported a position in Assurant in Q3 2021 and held it in 7 quarters.
  • Arrow Investment Advisors's Assurant position peaked at $289K in Q4 2021.
  • 414 funds tracked by Wall St. Rank held Assurant as of Q2 2023.

Based on Arrow Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.