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Baldwin Wealth Partners’s Assurant AIZ Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-40
Closed -$7.95K – 255
2024
Q3 		$7.95K Buy
+40
New +$7.29K ﹤0.01% 827
2017
Q4 		– Sell
-62
Closed -$6K – 473
2017
Q3 		$6K Buy
+62
New +$6.19K ﹤0.01% 430

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Baldwin Wealth Partners's AIZ Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Assurant (AIZ) in Q4 2024, closing a stake of 40 shares — an estimated $7.95K sold.

Baldwin Wealth Partners first reported a position in AIZ in Q3 2017 and held it in 2 quarters. The position peaked at $7.95K in Q3 2024. 565 funds tracked by Wall St. Rank hold AIZ as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Assurant position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 40 Assurant shares in Q4 2024, an estimated $7.95K.
  • Baldwin Wealth Partners first reported a position in Assurant in Q3 2017 and held it in 2 quarters.
  • Baldwin Wealth Partners's Assurant position peaked at $7.95K in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Assurant as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.