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IAG Wealth Partners’s Assurant AIZ Stock Holding History

IAG Wealth Partners’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
Q4 		– Sell
-23
Closed -$3K – 438
2022
Q3 		$3K Buy
+23
New +$3.75K ﹤0.01% 374
2020
Q3 		– Sell
-7
Closed -$1K – 355
2020
Q2 		$1K Hold
7
– – ﹤0.01% 380
2020
Q1 		$1K Hold
7
– – ﹤0.01% 365
2019
Q4 		$1K Buy
+7
New +$901 ﹤0.01% 405

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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

IAG Wealth Partners's AIZ Position: Q4 2022 in Review

IAG Wealth Partners sold out of Assurant (AIZ) in Q4 2022, closing a stake of 23 shares — an estimated $3K sold.

IAG Wealth Partners first reported a position in AIZ in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 424 funds tracked by Wall St. Rank hold AIZ as of Q4 2022.

  • IAG Wealth Partners reported no remaining Assurant position as of Q4 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 23 Assurant shares in Q4 2022, an estimated $3K.
  • IAG Wealth Partners first reported a position in Assurant in Q4 2019 and held it in 4 quarters.
  • IAG Wealth Partners's Assurant position peaked at $3K in Q3 2022.
  • 424 funds tracked by Wall St. Rank held Assurant as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.