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FDx Advisors’s Assurant AIZ Stock Holding History

FDx 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
2022
Q3 		– Sell
-2,334
Closed -$403K – 729
2022
Q2 		$403K Sell
2,334
-116
-5% -$21K 0.02% 535
2022
Q1 		$445K Sell
2,450
-482
-16% -$78.9K 0.02% 533
2021
Q4 		$457K Hold
2,932
– – 0.01% 560
2021
Q3 		$463K Hold
2,932
– – 0.01% 541
2021
Q2 		$458K Buy
+2,932
New +$458K 0.02% 528
2013
Q3 		– Sell
-5,192
Closed -$264K – 570
2013
Q2 		$264K Buy
+5,192
New +$252K 0.03% 415

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FDx Advisors's AIZ Position: Q3 2022 in Review

FDx Advisors sold out of Assurant (AIZ) in Q3 2022, closing a stake of 2,334 shares — an estimated $403K sold.

FDx Advisors first reported a position in AIZ in Q2 2013 and held it in 6 quarters. The position peaked at $463K in Q3 2021. 431 funds tracked by Wall St. Rank hold AIZ as of Q3 2022.

  • FDx Advisors reported no remaining Assurant position as of Q3 2022 after selling out during the quarter.
  • FDx Advisors sold 2,334 Assurant shares in Q3 2022, an estimated $403K.
  • FDx Advisors first reported a position in Assurant in Q2 2013 and held it in 6 quarters.
  • FDx Advisors's Assurant position peaked at $463K in Q3 2021.
  • 431 funds tracked by Wall St. Rank held Assurant as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.