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Evoke Wealth’s Assurant AIZ Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-23
Closed -$3K – 376
2022
Q3 		$3K Hold
23
– – ﹤0.01% 951
2022
Q2 		$4K Hold
23
– – ﹤0.01% 914
2022
Q1 		$4K Sell
23
-2
-8% -$328 ﹤0.01% 933
2021
Q4 		$4K Buy
25
+2
+9% +$317 ﹤0.01% 921
2021
Q3 		$3K Hold
23
– – ﹤0.01% 923
2021
Q2 		$4K Sell
23
-3
-12% -$469 ﹤0.01% 915
2021
Q1 		$4K Hold
26
– – ﹤0.01% 878
2020
Q4 		$4K Sell
26
-352
-93% -$45.5K ﹤0.01% 743
2020
Q3 		$46K Sell
378
-12
-3% -$1.38K ﹤0.01% 370
2020
Q2 		$40K Buy
390
+367
+1,596% +$38K ﹤0.01% 372
2020
Q1 		$2.39K Buy
23
+9
+64% +$1.11K ﹤0.01% 772
2019
Q4 		$1.83K Hold
14
– – ﹤0.01% 1084
2019
Q3 		$1.76K Buy
+14
New +$1.66K ﹤0.01% 1230

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's AIZ Position: Q4 2022 in Review

Evoke Wealth sold out of Assurant (AIZ) in Q4 2022, closing a stake of 23 shares — an estimated $3K sold.

Evoke Wealth first reported a position in AIZ in Q3 2019 and held it in 13 quarters. The position peaked at $46K in Q3 2020. 424 funds tracked by Wall St. Rank hold AIZ as of Q4 2022.

  • Evoke Wealth reported no remaining Assurant position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 23 Assurant shares in Q4 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Assurant in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Assurant position peaked at $46K in Q3 2020.
  • 424 funds tracked by Wall St. Rank held Assurant as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.