MSWM
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McGlone Suttner Wealth Management’s Assurant AIZ Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-236
Closed -$39.7K – 186
2023
Q4 		$39.7K Buy
+236
New +$37.5K 0.01% 310

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

McGlone Suttner Wealth Management's AIZ Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Assurant (AIZ) in Q1 2024, closing a stake of 236 shares — an estimated $39.7K sold.

McGlone Suttner Wealth Management first reported a position in AIZ in Q4 2023 and held it in 1 quarter. The position peaked at $39.7K in Q4 2023. 510 funds tracked by Wall St. Rank hold AIZ as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Assurant position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 236 Assurant shares in Q1 2024, an estimated $39.7K.
  • McGlone Suttner Wealth Management first reported a position in Assurant in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Assurant position peaked at $39.7K in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Assurant as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.