SeaCrest Wealth Management’s Assurant AIZ Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-420	Closed	-$73K	–	646
2022 Q2	$73K	Buy	+420	New	+$76.1K	0.01%	967
2019 Q2	–	Sell	-103	Closed	-$10K	–	556
2019 Q1	$10K	Hold	103	–	–	﹤0.01%	1514
2018 Q4	$9K	Hold	103	–	–	﹤0.01%	1517
2018 Q3	$11K	Hold	103	–	–	﹤0.01%	1595
2018 Q2	$11K	Hold	103	–	–	﹤0.01%	1563
2018 Q1	$9K	Hold	103	–	–	﹤0.01%	1606
2017 Q4	$10K	Buy	+103	New	+$10.2K	﹤0.01%	1581

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SeaCrest Wealth Management's AIZ Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Assurant (AIZ) in Q3 2022, closing a stake of 420 shares — an estimated $73K sold.

SeaCrest Wealth Management first reported a position in AIZ in Q4 2017 and held it in 7 quarters. The position peaked at $73K in Q2 2022. 431 funds tracked by Wall St. Rank hold AIZ as of Q3 2022.

SeaCrest Wealth Management reported no remaining Assurant position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 420 Assurant shares in Q3 2022, an estimated $73K.
SeaCrest Wealth Management first reported a position in Assurant in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Assurant position peaked at $73K in Q2 2022.
431 funds tracked by Wall St. Rank held Assurant as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.