Patriot Financial Group Insurance Agency’s Assurant AIZ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-58	Closed	-$10K	–	452
2022 Q2	$10K	Buy	58 +10	+21%	+$1.81K	﹤0.01%	1224
2022 Q1	$9K	Hold	48	–	–	﹤0.01%	1386
2021 Q4	$7K	Buy	48 +24	+100%	+$3.81K	﹤0.01%	1588
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	1739
2021 Q2	$4K	Hold	24	–	–	﹤0.01%	1688
2021 Q1	$3K	Hold	24	–	–	﹤0.01%	1670
2020 Q4	$3K	Hold	24	–	–	﹤0.01%	1533
2020 Q3	$3K	Hold	24	–	–	﹤0.01%	1334
2020 Q2	$2K	Hold	24	–	–	﹤0.01%	1361
2020 Q1	$2K	Buy	+24	New	+$2.96K	﹤0.01%	1271
2018 Q2	–	Sell	-7	Closed	-$1K	–	587
2018 Q1	$1K	Buy	+7	New	+$640	﹤0.01%	893

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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AIZ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Assurant (AIZ) in Q3 2022, closing a stake of 58 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in AIZ in Q1 2018 and held it in 11 quarters. The position peaked at $10K in Q2 2022. 431 funds tracked by Wall St. Rank hold AIZ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Assurant position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 58 Assurant shares in Q3 2022, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in Assurant in Q1 2018 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Assurant position peaked at $10K in Q2 2022.
431 funds tracked by Wall St. Rank held Assurant as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.