Cassady Schiller Wealth Management’s Assurant AIZ Stock Holding History

Cassady Schiller 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
2024 Q4	$426	Buy	+2	New	+$416	﹤0.01%	1011

Other funds holding AIZ

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cassady Schiller Wealth Management's AIZ Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Assurant (AIZ) in Q4 2024: 2 shares worth $426. The stake represents ﹤0.01% of the portfolio and ranks #1011 among its holdings.

565 funds tracked by Wall St. Rank hold AIZ as of Q4 2024.

Cassady Schiller Wealth Management held 2 shares of Assurant worth $426 as of Q4 2024.
Assurant was a new Cassady Schiller Wealth Management position in Q4 2024.
Assurant made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1011 holding.
565 funds tracked by Wall St. Rank held Assurant as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.