WR Wealth Planners’s Assurant AIZ Stock Holding History

WR Wealth Planners’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 Q4	$426	Hold	2	–	–	﹤0.01%	1003
2024 Q3	$398	Hold	2	–	–	﹤0.01%	1056
2024 Q2	$333	Hold	2	–	–	﹤0.01%	1069
2024 Q1	$376	Buy	+2	New	+$348	﹤0.01%	1063

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WR Wealth Planners's AIZ Position: Q4 2024 in Review

WR Wealth Planners held its Assurant (AIZ) position steady in Q4 2024 at 2 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

WR Wealth Planners first reported a position in AIZ in Q1 2024 and has held it in 4 quarters since. 565 funds tracked by Wall St. Rank hold AIZ as of Q4 2024.

WR Wealth Planners held 2 shares of Assurant worth $426 as of Q4 2024.
WR Wealth Planners left its Assurant share count unchanged in Q4 2024.
Assurant made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1003 holding.
WR Wealth Planners first reported a position in Assurant in Q1 2024 and has held it in 4 quarters since.
565 funds tracked by Wall St. Rank held Assurant as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.