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Life Planning Partners’s Assurant AIZ Stock Holding History

Life Planning 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
2024
Q1 		– Sell
-370
Closed -$62.3K – 67
2023
Q4 		$62.3K Buy
+370
New +$58.8K 0.06% 96
2022
Q3 		$53.8K Hold
370
– – 0.06% 85
2022
Q2 		$64K Hold
370
– – 0.07% 78
2022
Q1 		$67K Hold
370
– – 0.07% 76
2021
Q4 		$58K Buy
+370
New +$58.7K 0.06% 84

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Life Planning Partners's AIZ Position: Q1 2024 in Review

Life Planning Partners sold out of Assurant (AIZ) in Q1 2024, closing a stake of 370 shares — an estimated $62.3K sold.

Life Planning Partners first reported a position in AIZ in Q4 2021 and held it in 5 quarters. The position peaked at $67K in Q1 2022. 510 funds tracked by Wall St. Rank hold AIZ as of Q1 2024.

  • Life Planning Partners reported no remaining Assurant position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 370 Assurant shares in Q1 2024, an estimated $62.3K.
  • Life Planning Partners first reported a position in Assurant in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Assurant position peaked at $67K in Q1 2022.
  • 510 funds tracked by Wall St. Rank held Assurant as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.