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Cherry Tree Wealth Management’s Assurant AIZ Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-56
Closed -$11.7K – 611
2025
Q1 		$11.7K Buy
+56
New +$11.7K ﹤0.01% 402

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cherry Tree Wealth Management's AIZ Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Assurant (AIZ) in Q2 2025, closing a stake of 56 shares — an estimated $11.7K sold.

Cherry Tree Wealth Management first reported a position in AIZ in Q1 2025 and held it in 1 quarter. The position peaked at $11.7K in Q1 2025. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 56 Assurant shares in Q2 2025, an estimated $11.7K.
  • Cherry Tree Wealth Management first reported a position in Assurant in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Assurant position peaked at $11.7K in Q1 2025.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.