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Valeo Financial Advisors’s Assurant AIZ Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-2
Closed – – 552
2021
Q1 		$0 Hold
2
– – ﹤0.01% 2003
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1663
2020
Q3 		$0 Sell
2
-12
-86% -$1.38K ﹤0.01% 1580
2020
Q2 		$1K Buy
14
+12
+600% +$1.24K ﹤0.01% 1837
2020
Q1 		$0 Buy
+2
New +$247 ﹤0.01% 1783

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's AIZ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Assurant (AIZ) in Q2 2021, closing a stake of 2 shares.

Valeo Financial Advisors first reported a position in AIZ in Q1 2020 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 408 funds tracked by Wall St. Rank hold AIZ as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Assurant position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 2 Assurant shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Assurant in Q1 2020 and held it in 5 quarters.
  • Valeo Financial Advisors's Assurant position peaked at $1K in Q2 2020.
  • 408 funds tracked by Wall St. Rank held Assurant as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.