A detailed history of Beacon Investment Advisory Services, Inc. transactions in Assurant, Inc. stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 1,910 shares of AIZ stock, worth $377,282. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,910
Previous 1,910 -0.0%
Holding current value
$377,282
Previous $359,000 11.7%
% of portfolio
0.01%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$163.3 - $188.24 $22,698 - $26,165
-139 Reduced 6.78%
1,910 $359,000
Q4 2023

Feb 12, 2024

BUY
$143.23 - $171.43 $859 - $1,028
6 Added 0.29%
2,049 $345,000
Q3 2023

Oct 31, 2023

BUY
$124.22 - $147.68 $621 - $738
5 Added 0.25%
2,043 $293,000
Q1 2023

May 04, 2023

SELL
$104.92 - $135.65 $2,203 - $2,848
-21 Reduced 1.02%
2,038 $244,000
Q3 2022

Oct 20, 2022

SELL
$22.0 - $177.49 $66 - $532
-3 Reduced 0.15%
2,059 $299,000
Q2 2022

Jul 21, 2022

SELL
$169.08 - $193.12 $55,627 - $63,536
-329 Reduced 13.76%
2,062 $356,000
Q3 2021

Nov 09, 2021

BUY
$151.47 - $171.13 $454 - $513
3 Added 0.13%
2,391 $377,000
Q2 2021

Aug 02, 2021

BUY
$142.3 - $163.45 $46,247 - $53,121
325 Added 15.75%
2,388 $373,000
Q1 2021

May 21, 2021

SELL
$122.77 - $144.71 $8,716 - $10,274
-71 Reduced 3.33%
2,063 $292,000
Q3 2020

Oct 29, 2020

SELL
$97.56 - $125.07 $1,756 - $2,251
-18 Reduced 0.84%
2,134 $259,000
Q2 2020

Jul 28, 2020

SELL
$87.76 - $117.41 $877 - $1,174
-10 Reduced 0.46%
2,152 $222,000
Q1 2020

May 05, 2020

SELL
$80.41 - $142.52 $14,956 - $26,508
-186 Reduced 7.92%
2,162 $225,000
Q4 2019

Jan 31, 2020

SELL
$122.03 - $133.55 $20,623 - $22,569
-169 Reduced 6.71%
2,348 $308,000
Q3 2019

Oct 29, 2019

BUY
$108.14 - $127.5 $2,703 - $3,187
25 Added 1.0%
2,517 $317,000
Q2 2019

Aug 07, 2019

SELL
$91.99 - $107.71 $1,103 - $1,292
-12 Reduced 0.48%
2,492 $265,000
Q1 2019

May 15, 2019

SELL
$88.66 - $104.14 $1,152 - $1,353
-13 Reduced 0.52%
2,504 $238,000
Q4 2018

Feb 08, 2019

BUY
$82.65 - $108.44 $11,157 - $14,639
135 Added 5.67%
2,517 $225,000
Q2 2018

Aug 09, 2018

SELL
$86.39 - $104.93 $3,973 - $4,826
-46 Reduced 1.89%
2,382 $247,000
Q1 2018

Apr 26, 2018

BUY
$85.16 - $101.31 $4,002 - $4,761
47 Added 1.97%
2,428 $222,000
Q4 2017

Feb 02, 2018

SELL
$95.29 - $101.8 $98,529 - $105,261
-1,034 Reduced 30.28%
2,381 $240,000
Q3 2017

Nov 14, 2017

BUY
$87.74 - $106.26 $299,632 - $362,877
3,415
3,415 $326,000

Others Institutions Holding AIZ

About ASSURANT, INC.


  • Ticker AIZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Specialty
  • Shares Outstandng 53,209,300
  • Market Cap $10.5B
  • Description
  • Assurant, Inc., together with its subsidiaries, provides lifestyle and housing solutions that support, protect, and connect consumer purchases in North America, Latin America, Europe, and the Asia Pacific. The company operates through two segments: Global Lifestyle and Global Housing. The Global Lifestyle segment offers mobile device solutions, ...
More about AIZ
Track This Portfolio

Track Beacon Investment Advisory Services, Inc. Portfolio

Follow Beacon Investment Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisory Services, Inc. with notifications on news.