FCAG
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First Capital Advisors Group’s Assurant AIZ Stock Holding History

First Capital Advisors Group’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
Q2 		$31.8K Buy
+253
New +$31.5K 0.02% 357
2018
Q2 		– Sell
-32
Closed -$3K – 185
2018
Q1 		$3K Buy
+32
New +$2.92K ﹤0.01% 689

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Capital Advisors Group's AIZ Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Assurant (AIZ) in Q2 2023: 253 shares worth $31.8K. The stake represents 0.02% of the portfolio and ranks #357 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in AIZ as recently as Q1 2018.

First Capital Advisors Group first reported a position in AIZ in Q1 2018 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold AIZ as of Q2 2023.

  • First Capital Advisors Group held 253 shares of Assurant worth $31.8K as of Q2 2023.
  • Assurant was a new First Capital Advisors Group position in Q2 2023.
  • Assurant made up 0.02% of First Capital Advisors Group's portfolio in Q2 2023, its #357 holding.
  • First Capital Advisors Group first reported a position in Assurant in Q1 2018 and has held it in 2 quarters since.
  • 414 funds tracked by Wall St. Rank held Assurant as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.