CFM Wealth Partners’s Assurant AIZ Stock Holding History

CFM 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
2020 Q3	–	Sell	-773	Closed	-$79K	–	160
2020 Q2	$79K	Sell	773 -106	-12%	-$11K	0.03%	227
2020 Q1	$91K	Sell	879 -73	-8%	-$9K	0.04%	204
2019 Q4	$125K	Buy	+952	New	+$123K	0.05%	184

Other funds holding AIZ

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

CFM Wealth Partners's AIZ Position: Q3 2020 in Review

CFM Wealth Partners sold out of Assurant (AIZ) in Q3 2020, closing a stake of 773 shares — an estimated $79K sold.

CFM Wealth Partners first reported a position in AIZ in Q4 2019 and held it in 3 quarters. The position peaked at $125K in Q4 2019. 382 funds tracked by Wall St. Rank hold AIZ as of Q3 2020.

CFM Wealth Partners reported no remaining Assurant position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 773 Assurant shares in Q3 2020, an estimated $79K.
CFM Wealth Partners first reported a position in Assurant in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's Assurant position peaked at $125K in Q4 2019.
382 funds tracked by Wall St. Rank held Assurant as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.