Money Concepts Capital’s Assurant AIZ Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-4	Closed	-$500	–	528
2022 Q4	$500	Buy	+4	New	+$533	﹤0.01%	2994

Other funds holding AIZ

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Concepts Capital's AIZ Position: Q1 2023 in Review

Money Concepts Capital sold out of Assurant (AIZ) in Q1 2023, closing a stake of 4 shares — an estimated $500 sold.

Money Concepts Capital first reported a position in AIZ in Q4 2022 and held it in 1 quarter. The position peaked at $500 in Q4 2022. 416 funds tracked by Wall St. Rank hold AIZ as of Q1 2023.

Money Concepts Capital reported no remaining Assurant position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 4 Assurant shares in Q1 2023, an estimated $500.
Money Concepts Capital first reported a position in Assurant in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's Assurant position peaked at $500 in Q4 2022.
416 funds tracked by Wall St. Rank held Assurant as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.