IWC
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Integrated Wealth Concepts’s Assurant AIZ Stock Holding History

Integrated Wealth Concepts’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
2025
Q1 		– Sell
-3,701
Closed -$789K – 1738
2024
Q4 		$789K Buy
+3,701
New +$770K 0.01% 925

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Wealth Concepts's AIZ Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Assurant (AIZ) in Q1 2025, closing a stake of 3,701 shares — an estimated $789K sold.

Integrated Wealth Concepts first reported a position in AIZ in Q4 2024 and held it in 1 quarter. The position peaked at $789K in Q4 2024. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,701 Assurant shares in Q1 2025, an estimated $789K.
  • Integrated Wealth Concepts first reported a position in Assurant in Q4 2024 and held it in 1 quarter.
  • Integrated Wealth Concepts's Assurant position peaked at $789K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.