Crewe Advisors’s Assurant AIZ Stock Holding History

Crewe Advisors’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 Q4	–	Sell	-35	Closed	-$6.96K	–	650
2024 Q3	$6.96K	Hold	35	–	–	﹤0.01%	536
2024 Q2	$5.82K	Hold	35	–	–	﹤0.01%	771
2024 Q1	$6.59K	Buy	+35	New	+$6.1K	﹤0.01%	684

Other funds holding AIZ

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Crewe Advisors's AIZ Position: Q4 2024 in Review

Crewe Advisors sold out of Assurant (AIZ) in Q4 2024, closing a stake of 35 shares — an estimated $6.96K sold.

Crewe Advisors first reported a position in AIZ in Q1 2024 and held it in 3 quarters. The position peaked at $6.96K in Q3 2024. 565 funds tracked by Wall St. Rank hold AIZ as of Q4 2024.

Crewe Advisors reported no remaining Assurant position as of Q4 2024 after selling out during the quarter.
Crewe Advisors sold 35 Assurant shares in Q4 2024, an estimated $6.96K.
Crewe Advisors first reported a position in Assurant in Q1 2024 and held it in 3 quarters.
Crewe Advisors's Assurant position peaked at $6.96K in Q3 2024.
565 funds tracked by Wall St. Rank held Assurant as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.