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Creative Financial Designs’s Assurant AIZ Stock Holding History

Creative Financial Designs’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
-1
Closed -$210 – 2013
2025
Q1 		$210 Buy
+1
New +$209 ﹤0.01% 1976
2019
Q4 		– Sell
-11
Closed -$1K – 533
2019
Q3 		$1K Buy
+11
New +$1.3K ﹤0.01% 587

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

Creative Financial Designs's AIZ Position: Q2 2025 in Review

Creative Financial Designs sold out of Assurant (AIZ) in Q2 2025, closing a stake of 1 share — an estimated $210 sold.

Creative Financial Designs first reported a position in AIZ in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 547 funds tracked by Wall St. Rank hold AIZ as of Q2 2025.

  • Creative Financial Designs reported no remaining Assurant position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 1 Assurant share in Q2 2025, an estimated $210.
  • Creative Financial Designs first reported a position in Assurant in Q3 2019 and held it in 2 quarters.
  • Creative Financial Designs's Assurant position peaked at $1K in Q3 2019.
  • 547 funds tracked by Wall St. Rank held Assurant as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.