Financial Gravity Asset Management’s Assurant AIZ Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-22	Closed	-$4.19K	–	1447
2024 Q1	$4.19K	Buy	22 +16	+267%	+$2.79K	﹤0.01%	902
2023 Q4	$742	Buy	6 +3	+100%	+$477	﹤0.01%	1080
2023 Q3	$345	Buy	+3	New	+$411	﹤0.01%	851
2021 Q1	–	Sell	-5	Closed	-$1K	–	759
2020 Q4	$1K	Buy	+5	New	+$647	﹤0.01%	367
2020 Q2	–	Sell	-61	Closed	-$6.36K	–	43
2020 Q1	$6.36K	Sell	61 -32	-34%	-$3.94K	0.02%	307
2019 Q4	$131K	Sell	93 -24	-21%	-$3.09K	0.09%	226
2019 Q3	$15K	Buy	117 +94	+409%	+$11.2K	0.01%	514
2019 Q2	$2K	Buy	+23	New	+$2.27K	﹤0.01%	855
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	1062
2018 Q2	$1K	Sell	13 -3	-19%	-$282	﹤0.01%	1084
2018 Q1	$1K	Buy	+16	New	+$1.46K	﹤0.01%	1054

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Financial Gravity Asset Management's AIZ Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Assurant (AIZ) in Q2 2024, closing a stake of 22 shares — an estimated $4.19K sold.

Financial Gravity Asset Management first reported a position in AIZ in Q1 2018 and held it in 11 quarters. The position peaked at $131K in Q4 2019. 517 funds tracked by Wall St. Rank hold AIZ as of Q2 2024.

Financial Gravity Asset Management reported no remaining Assurant position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 22 Assurant shares in Q2 2024, an estimated $4.19K.
Financial Gravity Asset Management first reported a position in Assurant in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Assurant position peaked at $131K in Q4 2019.
517 funds tracked by Wall St. Rank held Assurant as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.