Atlas Private Wealth Management’s Assurant AIZ Stock Holding History

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-188	Closed	-$27K	–	124
2021 Q1	$27K	Hold	188	–	–	0.02%	241
2020 Q4	$26K	Hold	188	–	–	0.02%	242
2020 Q3	$23K	Hold	188	–	–	0.02%	235
2020 Q2	$19K	Sell	188 -87	-32%	-$9.01K	0.02%	270
2020 Q1	$29K	Buy	275 +1	+0.4%	+$123	0.03%	214
2019 Q4	$36K	Buy	+274	New	+$35.3K	0.03%	224

Other funds holding AIZ

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Atlas Private Wealth Management's AIZ Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Assurant (AIZ) in Q2 2021, closing a stake of 188 shares — an estimated $27K sold.

Atlas Private Wealth Management first reported a position in AIZ in Q4 2019 and held it in 6 quarters. The position peaked at $36K in Q4 2019. 408 funds tracked by Wall St. Rank hold AIZ as of Q2 2021.

Atlas Private Wealth Management reported no remaining Assurant position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 188 Assurant shares in Q2 2021, an estimated $27K.
Atlas Private Wealth Management first reported a position in Assurant in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Assurant position peaked at $36K in Q4 2019.
408 funds tracked by Wall St. Rank held Assurant as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.