Cetera Investment Advisers
AIZ icon

Cetera Investment Advisers’s Assurant AIZ Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$2.93M Sell
13,439
-5,405
-29% -$1.23M ﹤0.01% 1931
2025
Q4 		$4.54M Buy
18,844
+421
+2% +$94K 0.01% 1522
2025
Q3 		$3.99M Buy
18,423
+176
+1% +$35.7K ﹤0.01% 1602
2025
Q2 		$3.6M Sell
18,247
-3,876
-18% -$762K 0.01% 1413
2025
Q1 		$4.64M Buy
22,123
+3,540
+19% +$739K 0.01% 1162
2024
Q4 		$3.96M Buy
18,583
+1,514
+9% +$315K 0.01% 1176
2024
Q3 		$3.39M Buy
17,069
+2,727
+19% +$497K 0.01% 1238
2024
Q2 		$2.38M Buy
14,342
+1,369
+11% +$238K 0.01% 1438
2024
Q1 		$2.44M Buy
12,973
+10,587
+444% +$1.84M 0.01% 1418
2023
Q4 		$402K Buy
+2,386
New +$379K ﹤0.01% 1610

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return