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Regent Peak Wealth Advisors’s Assurant AIZ Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-8
Closed -$1K – 178
2020
Q4 		$1K Buy
+8
New +$1.03K ﹤0.01% 875

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Regent Peak Wealth Advisors's AIZ Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Assurant (AIZ) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in AIZ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 401 funds tracked by Wall St. Rank hold AIZ as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Assurant position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 8 Assurant shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Assurant in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Assurant position peaked at $1K in Q4 2020.
  • 401 funds tracked by Wall St. Rank held Assurant as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.