PW
AIZ icon

Price Wealth’s Assurant AIZ Stock Holding History

Price Wealth’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
2020
Q1 		– Sell
-10
Closed -$1K – 413
2019
Q4 		$1K Buy
+10
New +$1.29K ﹤0.01% 260
2018
Q3 		– Sell
-116
Closed -$12K – 164
2018
Q2 		$12K Buy
116
+58
+100% +$5.46K ﹤0.01% 263
2018
Q1 		$5K Sell
58
-58
-50% -$5.3K ﹤0.01% 224
2017
Q4 		$11K Buy
+116
New +$11.5K 0.01% 179

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Price Wealth's AIZ Position: Q1 2020 in Review

Price Wealth sold out of Assurant (AIZ) in Q1 2020, closing a stake of 10 shares — an estimated $1K sold.

Price Wealth first reported a position in AIZ in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q2 2018. 373 funds tracked by Wall St. Rank hold AIZ as of Q1 2020.

  • Price Wealth reported no remaining Assurant position as of Q1 2020 after selling out during the quarter.
  • Price Wealth sold 10 Assurant shares in Q1 2020, an estimated $1K.
  • Price Wealth first reported a position in Assurant in Q4 2017 and held it in 4 quarters.
  • Price Wealth's Assurant position peaked at $12K in Q2 2018.
  • 373 funds tracked by Wall St. Rank held Assurant as of Q1 2020.

Based on Price Wealth's 13F filing for Q1 2020, filed 16 Apr 2020.