SW
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SteelPeak Wealth’s Assurant AIZ Stock Holding History

SteelPeak Wealth’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
2025
Q4 		– Sell
-1,028
Closed -$223K – 538
2025
Q3 		$223K Buy
+1,028
New +$209K 0.01% 524
2025
Q2 		– Sell
-1,000
Closed -$210K – 573
2025
Q1 		$210K Hold
1,000
– – 0.01% 482
2024
Q4 		$213K Buy
+1,000
New +$208K 0.01% 480
2024
Q3 		– Sell
-13,051
Closed -$2.17M – 518
2024
Q2 		$2.17M Buy
13,051
+11,551
+770% +$2M 0.1% 152
2024
Q1 		$282K Hold
1,500
– – 0.01% 375
2023
Q4 		$253K Sell
1,500
-200
-12% -$31.8K 0.01% 356
2023
Q3 		$244K Buy
+1,700
New +$233K 0.02% 358
2023
Q2 		– Sell
-1,667
Closed -$200K – 449
2023
Q1 		$200K Sell
1,667
-6,103
-79% -$764K 0.01% 349
2022
Q4 		$972K Buy
7,770
+1,161
+18% +$155K 0.07% 176
2022
Q3 		$960K Sell
6,609
-2,141
-24% -$350K 0.07% 170
2022
Q2 		$1.51M Buy
+8,750
New +$1.58M 0.11% 133

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return