FTDI
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First Trust Direct Indexing’s Assurant AIZ Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-48
Closed -$7K – 412
2020
Q4 		$7K Buy
+48
New +$6.21K ﹤0.01% 964

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

First Trust Direct Indexing's AIZ Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Assurant (AIZ) in Q1 2021, closing a stake of 48 shares — an estimated $7K sold.

First Trust Direct Indexing first reported a position in AIZ in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 401 funds tracked by Wall St. Rank hold AIZ as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Assurant position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 48 Assurant shares in Q1 2021, an estimated $7K.
  • First Trust Direct Indexing first reported a position in Assurant in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Assurant position peaked at $7K in Q4 2020.
  • 401 funds tracked by Wall St. Rank held Assurant as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.