Wipfli Financial Advisors’s Assurant AIZ Stock Holding History

Wipfli 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
2022 Q3	$968K	Buy	+6,664	New	+$1.09M	0.07%	126

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's AIZ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Assurant (AIZ) in Q3 2022: 6,664 shares worth $968K. The stake represents 0.07% of the portfolio and ranks #126 among its holdings.

431 funds tracked by Wall St. Rank hold AIZ as of Q3 2022.

Wipfli Financial Advisors held 6,664 shares of Assurant worth $968K as of Q3 2022.
Assurant was a new Wipfli Financial Advisors position in Q3 2022.
Assurant made up 0.07% of Wipfli Financial Advisors's portfolio in Q3 2022, its #126 holding.
431 funds tracked by Wall St. Rank held Assurant as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.