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Cetera Advisor Networks’s Assurant AIZ Stock Holding History

Cetera Advisor Networks’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
Q1 		$490K Buy
2,603
+867
+50% +$151K ﹤0.01% 1952
2023
Q4 		$292K Buy
+1,736
New +$276K ﹤0.01% 2269
2020
Q3 		– Sell
-250
Closed -$26K – 1278
2020
Q2 		$26K Buy
+250
New +$25.9K ﹤0.01% 2249

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cetera Advisor Networks's AIZ Position: Q1 2024 in Review

Cetera Advisor Networks increased its Assurant (AIZ) stake by 50% in Q1 2024, buying an estimated $151K and bringing the position to 2,603 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Cetera Advisor Networks first reported a position in AIZ in Q2 2020 and has held it in 3 quarters since. 509 funds tracked by Wall St. Rank hold AIZ as of Q1 2024.

  • Cetera Advisor Networks held 2,603 shares of Assurant worth $490K as of Q1 2024.
  • Cetera Advisor Networks bought 867 Assurant shares in Q1 2024, an estimated $151K.
  • Assurant made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1952 holding.
  • Cetera Advisor Networks first reported a position in Assurant in Q2 2020 and has held it in 3 quarters since.
  • 509 funds tracked by Wall St. Rank held Assurant as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.