Sutton Wealth Advisors’s Assurant AIZ Stock Holding History

Sutton 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
2023 Q3	$2.44K	Hold	17	–	–	﹤0.01%	694
2023 Q2	$2.14K	Hold	17	–	–	﹤0.01%	689
2023 Q1	$2.04K	Sell	17 -2	-11%	-$250	﹤0.01%	640
2022 Q4	$2.38K	Buy	19 +2	+12%	+$266	﹤0.01%	1192
2022 Q3	$2.47K	Hold	17	–	–	﹤0.01%	1165
2022 Q2	$2.94K	Hold	17	–	–	﹤0.01%	1132
2022 Q1	$3.09K	Hold	17	–	–	﹤0.01%	1144
2021 Q4	$2.65K	Hold	17	–	–	﹤0.01%	1165
2021 Q3	$2.68K	Hold	17	–	–	﹤0.01%	1134
2021 Q2	$2.65K	Hold	17	–	–	﹤0.01%	1132
2021 Q1	$2.41K	Hold	17	–	–	﹤0.01%	1120
2020 Q4	$2.32K	Hold	17	–	–	﹤0.01%	1089
2020 Q3	$2.06K	Hold	17	–	–	﹤0.01%	1067
2020 Q2	$1.76K	Hold	17	–	–	﹤0.01%	1073
2020 Q1	$1.77K	Hold	17	–	–	﹤0.01%	1047
2019 Q4	$2.23K	Hold	17	–	–	﹤0.01%	1049
2019 Q3	$2.14K	Hold	17	–	–	﹤0.01%	1049
2019 Q2	$1.81K	Hold	17	–	–	﹤0.01%	1066
2019 Q1	$1.61K	Hold	17	–	–	﹤0.01%	1074
2018 Q4	$1.52K	Hold	17	–	–	﹤0.01%	1013
2018 Q3	$1.83K	Hold	17	–	–	﹤0.01%	1003
2018 Q2	$1.76K	Hold	17	–	–	﹤0.01%	1019
2018 Q1	$1.55K	Hold	17	–	–	﹤0.01%	1021
2017 Q4	$1.71K	Hold	17	–	–	﹤0.01%	976
2017 Q3	$1.62K	Hold	17	–	–	﹤0.01%	967
2017 Q2	$1.76K	Hold	17	–	–	﹤0.01%	964
2017 Q1	$1.63K	Hold	17	–	–	﹤0.01%	950
2016 Q4	$1.58K	Hold	17	–	–	﹤0.01%	946
2016 Q3	$1.57K	Hold	17	–	–	﹤0.01%	937
2016 Q2	$1.47K	Hold	17	–	–	﹤0.01%	904
2016 Q1	$1.31K	Buy	+17	New	+$1.29K	﹤0.01%	906

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

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

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

Sutton Wealth Advisors's AIZ Position: Q3 2023 in Review

Sutton Wealth Advisors held its Assurant (AIZ) position steady in Q3 2023 at 17 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Sutton Wealth Advisors first reported a position in AIZ in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.09K in Q1 2022. 419 funds tracked by Wall St. Rank hold AIZ as of Q3 2023.

Sutton Wealth Advisors held 17 shares of Assurant worth $2.44K as of Q3 2023.
Sutton Wealth Advisors left its Assurant share count unchanged in Q3 2023.
Assurant made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #694 holding.
Sutton Wealth Advisors first reported a position in Assurant in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Assurant position peaked at $3.09K in Q1 2022.
419 funds tracked by Wall St. Rank held Assurant as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.