Kingsview Wealth Management’s Assurant AIZ Stock Holding History

Kingsview 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 Q2	–	Sell	-9,445	Closed	-$1.78M	–	1036
2024 Q1	$1.78M	Buy	+9,445	New	+$1.65M	0.04%	366
2023 Q4	–	Sell	-16,143	Closed	-$2.32M	–	947
2023 Q3	$2.32M	Buy	+16,143	New	+$2.21M	0.08%	247
2022 Q4	–	Sell	-3,629	Closed	-$527K	–	843
2022 Q3	$527K	Buy	+3,629	New	+$592K	0.03%	490
2022 Q1	–	Sell	-5,334	Closed	-$831K	–	859
2021 Q4	$831K	Buy	+5,334	New	+$846K	0.03%	451
2021 Q2	–	Sell	-4,855	Closed	-$691K	–	913
2021 Q1	$691K	Sell	4,855 -536	-10%	-$72.2K	0.04%	437
2020 Q4	$734K	Buy	+5,391	New	+$698K	0.05%	350
2020 Q3	–	Sell	-2,880	Closed	-$297K	–	642
2020 Q2	$297K	Buy	+2,880	New	+$298K	0.03%	441

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kingsview Wealth Management's AIZ Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Assurant (AIZ) in Q2 2024, closing a stake of 9,445 shares — an estimated $1.78M sold.

Kingsview Wealth Management first reported a position in AIZ in Q2 2020 and held it in 7 quarters. The position peaked at $2.32M in Q3 2023. 517 funds tracked by Wall St. Rank hold AIZ as of Q2 2024.

Kingsview Wealth Management reported no remaining Assurant position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 9,445 Assurant shares in Q2 2024, an estimated $1.78M.
Kingsview Wealth Management first reported a position in Assurant in Q2 2020 and held it in 7 quarters.
Kingsview Wealth Management's Assurant position peaked at $2.32M in Q3 2023.
517 funds tracked by Wall St. Rank held Assurant as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.