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Wealthspire Advisors (Maryland)’s Assurant AIZ Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-501
Closed -$48K – 502
2019
Q1 		$48K Sell
501
-2
-0.4% -$194 ﹤0.01% 911
2018
Q4 		$45K Buy
503
+8
+2% +$783 ﹤0.01% 898
2018
Q3 		$53K Hold
495
– – ﹤0.01% 939
2018
Q2 		$51K Buy
495
+5
+1% +$470 ﹤0.01% 969
2018
Q1 		$45K Buy
490
+55
+13% +$5.03K ﹤0.01% 1024
2017
Q4 		$44K Buy
435
+218
+100% +$21.5K ﹤0.01% 1055
2017
Q3 		$21K Buy
217
+4
+2% +$400 ﹤0.01% 1282
2017
Q2 		$22K Hold
213
– – ﹤0.01% 1226
2017
Q1 		$20K Buy
213
+5
+2% +$484 ﹤0.01% 1074
2016
Q4 		$19K Hold
208
– – ﹤0.01% 1029
2016
Q3 		$19K Sell
208
-4
-2% -$350 ﹤0.01% 1063
2016
Q2 		$18K Sell
212
-90
-30% -$7.56K ﹤0.01% 1023
2016
Q1 		$23K Sell
302
-7
-2% -$531 ﹤0.01% 918
2015
Q4 		$25K Buy
+309
New +$25.5K ﹤0.01% 901

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AIZ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Assurant (AIZ) in Q2 2019, closing a stake of 501 shares — an estimated $48K sold.

Wealthspire Advisors (Maryland) first reported a position in AIZ in Q4 2015 and held it in 14 quarters. The position peaked at $53K in Q3 2018. 373 funds tracked by Wall St. Rank hold AIZ as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Assurant position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 501 Assurant shares in Q2 2019, an estimated $48K.
  • Wealthspire Advisors (Maryland) first reported a position in Assurant in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Assurant position peaked at $53K in Q3 2018.
  • 373 funds tracked by Wall St. Rank held Assurant as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.