Personal CFO Solutions’s Assurant AIZ Stock Holding History

Personal CFO Solutions’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 Q2	–	Sell	-1,121	Closed	-$211K	–	532
2024 Q1	$211K	Buy	+1,121	New	+$195K	0.03%	507

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Personal CFO Solutions's AIZ Position: Q2 2024 in Review

Personal CFO Solutions sold out of Assurant (AIZ) in Q2 2024, closing a stake of 1,121 shares — an estimated $211K sold.

Personal CFO Solutions first reported a position in AIZ in Q1 2024 and held it in 1 quarter. The position peaked at $211K in Q1 2024. 517 funds tracked by Wall St. Rank hold AIZ as of Q2 2024.

Personal CFO Solutions reported no remaining Assurant position as of Q2 2024 after selling out during the quarter.
Personal CFO Solutions sold 1,121 Assurant shares in Q2 2024, an estimated $211K.
Personal CFO Solutions first reported a position in Assurant in Q1 2024 and held it in 1 quarter.
Personal CFO Solutions's Assurant position peaked at $211K in Q1 2024.
517 funds tracked by Wall St. Rank held Assurant as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.