FinTrust Capital Advisors’s Assurant AIZ Stock Holding History

FinTrust Capital 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
2023 Q4	–	Sell	-24	Closed	-$3.45K	–	1257
2023 Q3	$3.45K	Sell	24 -19	-44%	-$2.6K	﹤0.01%	950
2023 Q2	$5.38K	Hold	43	–	–	﹤0.01%	861
2023 Q1	$5.38K	Hold	43	–	–	﹤0.01%	855
2022 Q4	$5.38K	Hold	43	–	–	﹤0.01%	853
2022 Q3	$7K	Hold	43	–	–	﹤0.01%	950
2022 Q2	$7K	Hold	43	–	–	﹤0.01%	961
2022 Q1	$8K	Sell	43 -9	-17%	-$1.47K	﹤0.01%	985
2021 Q4	$8K	Hold	52	–	–	﹤0.01%	948
2021 Q3	$8K	Hold	52	–	–	﹤0.01%	953
2021 Q2	$8K	Hold	52	–	–	﹤0.01%	969
2021 Q1	$7K	Buy	52 +13	+33%	+$1.75K	﹤0.01%	961
2020 Q4	$5K	Buy	+39	New	+$5.05K	﹤0.01%	943

Other funds holding AIZ

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FinTrust Capital Advisors's AIZ Position: Q4 2023 in Review

FinTrust Capital Advisors sold out of Assurant (AIZ) in Q4 2023, closing a stake of 24 shares — an estimated $3.45K sold.

FinTrust Capital Advisors first reported a position in AIZ in Q4 2020 and held it in 12 quarters. The position peaked at $8K in Q1 2022. 485 funds tracked by Wall St. Rank hold AIZ as of Q4 2023.

FinTrust Capital Advisors reported no remaining Assurant position as of Q4 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 24 Assurant shares in Q4 2023, an estimated $3.45K.
FinTrust Capital Advisors first reported a position in Assurant in Q4 2020 and held it in 12 quarters.
FinTrust Capital Advisors's Assurant position peaked at $8K in Q1 2022.
485 funds tracked by Wall St. Rank held Assurant as of Q4 2023.

Based on FinTrust Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.