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Legacy Financial Advisors’s Assurant AIZ Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-178
Closed -$17K – 142
2019
Q1 		$17K Hold
178
– – 0.01% 486
2018
Q4 		$16K Buy
+178
New +$17.4K 0.01% 448

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legacy Financial Advisors's AIZ Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Assurant (AIZ) in Q2 2019, closing a stake of 178 shares — an estimated $17K sold.

Legacy Financial Advisors first reported a position in AIZ in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 373 funds tracked by Wall St. Rank hold AIZ as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Assurant position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 178 Assurant shares in Q2 2019, an estimated $17K.
  • Legacy Financial Advisors first reported a position in Assurant in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Assurant position peaked at $17K in Q1 2019.
  • 373 funds tracked by Wall St. Rank held Assurant as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.