TCI Wealth Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$6K | – | 264 |
|
|
2023
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 1404 |
|
|
2022
Q4 | $6.25K | Sell |
50
-24
| -32% | -$3.2K | ﹤0.01% | 1381 |
|
|
2022
Q3 | $11K | Sell |
74
-25
| -25% | -$4.08K | ﹤0.01% | 948 |
|
|
2022
Q2 | $17K | Sell |
99
-3
| -3% | -$543 | ﹤0.01% | 695 |
|
|
2022
Q1 | $19K | Sell |
102
-1
| -1% | -$164 | ﹤0.01% | 710 |
|
|
2021
Q4 | $16K | Hold |
103
| – | – | ﹤0.01% | 803 |
|
|
2021
Q3 | $16K | Buy |
103
+33
| +47% | +$5.33K | ﹤0.01% | 774 |
|
|
2021
Q2 | $11K | Hold |
70
| – | – | ﹤0.01% | 884 |
|
|
2021
Q1 | $10K | Buy |
70
+29
| +71% | +$3.91K | ﹤0.01% | 840 |
|
|
2020
Q4 | $6K | Buy |
41
+5
| +14% | +$647 | ﹤0.01% | 789 |
|
|
2020
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 812 |
|
|
2020
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 777 |
|
|
2020
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 749 |
|
|
2019
Q4 | $5K | Hold |
36
| – | – | ﹤0.01% | 837 |
|
|
2019
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 786 |
|
|
2019
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 796 |
|
|
2019
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 893 |
|
|
2018
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 872 |
|
|
2018
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 824 |
|
|
2018
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 816 |
|
|
2018
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 828 |
|
|
2017
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 815 |
|
|
2017
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 822 |
|
|
2017
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 786 |
|
|
2017
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 822 |
|
|
2016
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 889 |
|
|
2016
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 837 |
|
|
2016
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 817 |
|
|
2016
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 822 |
|
|
2015
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 779 |
|
|
2015
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 705 |
|
|
2015
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 780 |
|
|
2015
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 717 |
|
|
2014
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 713 |
|
|
2014
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 714 |
|
|
2014
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 736 |
|
|
2014
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 696 |
|
|
2013
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 697 |
|
|
2013
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 619 |
|
|
2013
Q2 | $2K | Buy |
+36
| New | +$1.75K | ﹤0.01% | 565 |
|
Other funds holding AIZ
TCI Wealth Advisors's AIZ Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Assurant (AIZ) in Q2 2023, closing a stake of 50 shares — an estimated $6K sold.
TCI Wealth Advisors first reported a position in AIZ in Q2 2013 and held it in 40 quarters. The position peaked at $19K in Q1 2022. 414 funds tracked by Wall St. Rank hold AIZ as of Q2 2023.
- TCI Wealth Advisors reported no remaining Assurant position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 50 Assurant shares in Q2 2023, an estimated $6K.
- TCI Wealth Advisors first reported a position in Assurant in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's Assurant position peaked at $19K in Q1 2022.
- 414 funds tracked by Wall St. Rank held Assurant as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.