TFO Wealth Partners’s Assurant AIZ Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-1	Closed	-$168	–	797
2023 Q4	$168	Buy	+1	New	+$159	﹤0.01%	690

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

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

TFO Wealth Partners's AIZ Position: Q1 2024 in Review

TFO Wealth Partners sold out of Assurant (AIZ) in Q1 2024, closing a stake of 1 share — an estimated $168 sold.

TFO Wealth Partners first reported a position in AIZ in Q4 2023 and held it in 1 quarter. The position peaked at $168 in Q4 2023. 510 funds tracked by Wall St. Rank hold AIZ as of Q1 2024.

TFO Wealth Partners reported no remaining Assurant position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Assurant share in Q1 2024, an estimated $168.
TFO Wealth Partners first reported a position in Assurant in Q4 2023 and held it in 1 quarter.
TFO Wealth Partners's Assurant position peaked at $168 in Q4 2023.
510 funds tracked by Wall St. Rank held Assurant as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.