RIA
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Realta Investment Advisors’s Assurant AIZ Stock Holding History

Realta Investment Advisors’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
-235
Closed -$31K – 324
2019
Q4 		$31K Buy
235
+224
+2,036% +$28.8K 0.01% 791
2019
Q3 		$1K Sell
11
-80
-88% -$9.49K ﹤0.01% 1536
2019
Q2 		$10K Buy
+91
New +$8.99K ﹤0.01% 1124

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

Realta Investment Advisors's AIZ Position: Q1 2020 in Review

Realta Investment Advisors sold out of Assurant (AIZ) in Q1 2020, closing a stake of 235 shares — an estimated $31K sold.

Realta Investment Advisors first reported a position in AIZ in Q2 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 373 funds tracked by Wall St. Rank hold AIZ as of Q1 2020.

  • Realta Investment Advisors reported no remaining Assurant position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 235 Assurant shares in Q1 2020, an estimated $31K.
  • Realta Investment Advisors first reported a position in Assurant in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Assurant position peaked at $31K in Q4 2019.
  • 373 funds tracked by Wall St. Rank held Assurant as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.