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Ashton Thomas Private Wealth’s Assurant AIZ Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-6
Closed -$998 – 654
2024
Q2 		$998 Buy
+6
New +$1.04K ﹤0.01% 1857

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ashton Thomas Private Wealth's AIZ Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Assurant (AIZ) in Q3 2024, closing a stake of 6 shares — an estimated $998 sold.

Ashton Thomas Private Wealth first reported a position in AIZ in Q2 2024 and held it in 1 quarter. The position peaked at $998 in Q2 2024. 522 funds tracked by Wall St. Rank hold AIZ as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Assurant position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 6 Assurant shares in Q3 2024, an estimated $998.
  • Ashton Thomas Private Wealth first reported a position in Assurant in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Assurant position peaked at $998 in Q2 2024.
  • 522 funds tracked by Wall St. Rank held Assurant as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.