Ropes Wealth Advisors’s Assurant AIZ Stock Holding History

Ropes 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	-300	Closed	-$41K	–	264
2020 Q4	$41K	Buy	+300	New	+$38.8K	0.01%	406

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Ropes Wealth Advisors's AIZ Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Assurant (AIZ) in Q1 2021, closing a stake of 300 shares — an estimated $41K sold.

Ropes Wealth Advisors first reported a position in AIZ in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 401 funds tracked by Wall St. Rank hold AIZ as of Q1 2021.

Ropes Wealth Advisors reported no remaining Assurant position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 300 Assurant shares in Q1 2021, an estimated $41K.
Ropes Wealth Advisors first reported a position in Assurant in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Assurant position peaked at $41K in Q4 2020.
401 funds tracked by Wall St. Rank held Assurant as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.