SWA
AIZ icon

SOA Wealth Advisors’s Assurant AIZ Stock Holding History

SOA 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
2026
Q1 		$1.42K Hold
7
– – ﹤0.01% 727
2025
Q4 		$1.57K Sell
7
-1
-13% -$223 ﹤0.01% 729
2025
Q3 		$1.64K Hold
8
– – ﹤0.01% 737
2025
Q2 		$1.49K Sell
8
-26
-76% -$5.11K ﹤0.01% 732
2025
Q1 		$7.24K Hold
34
– – ﹤0.01% 600
2024
Q4 		$7.35K Hold
34
– – ﹤0.01% 584
2024
Q3 		$6.85K Hold
34
– – ﹤0.01% 576
2024
Q2 		$5.72K Sell
34
-20
-37% -$3.47K ﹤0.01% 595
2024
Q1 		$10.2K Hold
54
– – ﹤0.01% 537
2023
Q4 		$9.16K Hold
54
– – ﹤0.01% 541
2023
Q3 		$7.8K Hold
54
– – ﹤0.01% 560
2023
Q2 		$6.82K Hold
54
– – ﹤0.01% 577
2023
Q1 		$6.51K Sell
54
-20
-27% -$2.5K ﹤0.01% 583
2022
Q4 		$9.28K Sell
74
-2
-3% -$266 ﹤0.01% 532
2022
Q3 		$11K Sell
76
-11
-13% -$1.8K ﹤0.01% 489
2022
Q2 		$15K Sell
87
-679
-89% -$123K ﹤0.01% 428
2022
Q1 		$139K Hold
766
– – 0.03% 202
2021
Q4 		$118K Hold
766
– – 0.03% 199
2021
Q3 		$120K Sell
766
-1
-0.1% -$161 0.03% 202
2021
Q2 		$119K Buy
767
+328
+75% +$51.2K 0.03% 198
2021
Q1 		$62K Buy
439
+131
+43% +$17.6K 0.02% 243
2020
Q4 		$39K Buy
+308
New +$39.9K 0.01% 294

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return