AWM
AIZ icon

Avior Wealth Management’s Assurant AIZ Stock Holding History

Avior 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
2025
Q1 		– Sell
-28
Closed -$5.97K – 779
2024
Q4 		$5.97K Sell
28
-2
-7% -$416 ﹤0.01% 1800
2024
Q3 		$5.96K Buy
30
+25
+500% +$4.56K ﹤0.01% 1719
2024
Q2 		$831 Sell
5
-3
-38% -$520 ﹤0.01% 2046
2024
Q1 		$1.5K Buy
8
+3
+60% +$523 ﹤0.01% 2327
2023
Q4 		$842 Buy
+5
New +$795 ﹤0.01% 1389
2021
Q1 		– Sell
-3,440
Closed -$468K – 998
2020
Q4 		$468K Sell
3,440
-660
-16% -$85.4K 0.06% 285
2020
Q3 		$497K Buy
4,100
+250
+6% +$28.7K 0.07% 235
2020
Q2 		$397K Buy
+3,850
New +$399K 0.06% 282

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avior Wealth Management's AIZ Position: Q1 2025 in Review

Avior Wealth Management sold out of Assurant (AIZ) in Q1 2025, closing a stake of 28 shares — an estimated $5.97K sold.

Avior Wealth Management first reported a position in AIZ in Q2 2020 and held it in 8 quarters. The position peaked at $497K in Q3 2020. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • Avior Wealth Management reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 28 Assurant shares in Q1 2025, an estimated $5.97K.
  • Avior Wealth Management first reported a position in Assurant in Q2 2020 and held it in 8 quarters.
  • Avior Wealth Management's Assurant position peaked at $497K in Q3 2020.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.