SYSTM Wealth Solutions’s Assurant AIZ Stock Holding History

SYSTM Wealth Solutions’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
2024 Q2	–	Sell	-5	Closed	-$979	–	667
2024 Q1	$979	Buy	+5	New	+$871	﹤0.01%	951

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

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SYSTM Wealth Solutions's AIZ Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Assurant (AIZ) in Q2 2024, closing a stake of 5 shares — an estimated $979 sold.

SYSTM Wealth Solutions first reported a position in AIZ in Q1 2024 and held it in 1 quarter. The position peaked at $979 in Q1 2024. 517 funds tracked by Wall St. Rank hold AIZ as of Q2 2024.

SYSTM Wealth Solutions reported no remaining Assurant position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 5 Assurant shares in Q2 2024, an estimated $979.
SYSTM Wealth Solutions first reported a position in Assurant in Q1 2024 and held it in 1 quarter.
SYSTM Wealth Solutions's Assurant position peaked at $979 in Q1 2024.
517 funds tracked by Wall St. Rank held Assurant as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.