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Belpointe Asset Management’s Assurant AIZ Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-173
Closed -$20.8K – 682
2023
Q1 		$20.8K Buy
173
+171
+8,550% +$21.4K ﹤0.01% 2291
2022
Q4 		$250 Buy
+2
New +$266 ﹤0.01% 3614

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

Belpointe Asset Management's AIZ Position: Q2 2023 in Review

Belpointe Asset Management sold out of Assurant (AIZ) in Q2 2023, closing a stake of 173 shares — an estimated $20.8K sold.

Belpointe Asset Management first reported a position in AIZ in Q4 2022 and held it in 2 quarters. The position peaked at $20.8K in Q1 2023. 414 funds tracked by Wall St. Rank hold AIZ as of Q2 2023.

  • Belpointe Asset Management reported no remaining Assurant position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 173 Assurant shares in Q2 2023, an estimated $20.8K.
  • Belpointe Asset Management first reported a position in Assurant in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Assurant position peaked at $20.8K in Q1 2023.
  • 414 funds tracked by Wall St. Rank held Assurant as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.