JPWM
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Jamison Private Wealth Management’s Assurant AIZ Stock Holding History

Jamison Private Wealth Management’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
2024
Q4 		– Sell
-253
Closed -$50.3K – 209
2024
Q3 		$50.3K Buy
253
+1
+0.4% +$182 0.01% 252
2024
Q2 		$41.9K Sell
252
-55
-18% -$9.54K 0.01% 251
2024
Q1 		$57.8K Sell
307
-98
-24% -$17.1K 0.01% 249
2023
Q4 		$68.2K Buy
+405
New +$64.4K 0.01% 223

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jamison Private Wealth Management's AIZ Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Assurant (AIZ) in Q4 2024, closing a stake of 253 shares — an estimated $50.3K sold.

Jamison Private Wealth Management first reported a position in AIZ in Q4 2023 and held it in 4 quarters. The position peaked at $68.2K in Q4 2023. 565 funds tracked by Wall St. Rank hold AIZ as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Assurant position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 253 Assurant shares in Q4 2024, an estimated $50.3K.
  • Jamison Private Wealth Management first reported a position in Assurant in Q4 2023 and held it in 4 quarters.
  • Jamison Private Wealth Management's Assurant position peaked at $68.2K in Q4 2023.
  • 565 funds tracked by Wall St. Rank held Assurant as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.