A detailed history of Wetherby Asset Management Inc transactions in Assurant, Inc. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 2,075 shares of AIZ stock, worth $469,261. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,075
Previous 1,837 12.96%
Holding current value
$469,261
Previous $305,000 35.08%
% of portfolio
0.02%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$161.28 - $199.95 $38,384 - $47,588
238 Added 12.96%
2,075 $412,000
Q2 2024

Aug 14, 2024

SELL
$164.81 - $187.22 $13,844 - $15,726
-84 Reduced 4.37%
1,837 $305,000
Q4 2023

Feb 14, 2024

BUY
$143.23 - $171.43 $12,604 - $15,085
88 Added 4.8%
1,921 $323,000
Q3 2023

Nov 14, 2023

BUY
$124.22 - $147.68 $227,695 - $270,697
1,833 New
1,833 $263,000
Q3 2022

Nov 14, 2022

SELL
$22.0 - $177.49 $506 - $4,082
-23 Reduced 1.07%
2,121 $308,000
Q2 2022

Aug 15, 2022

SELL
$169.08 - $193.12 $10,313 - $11,780
-61 Reduced 2.77%
2,144 $370,000
Q1 2022

May 16, 2022

SELL
$146.99 - $184.48 $1,616 - $2,029
-11 Reduced 0.5%
2,205 $401,000
Q4 2021

Feb 14, 2022

SELL
$147.55 - $165.59 $1,032 - $1,159
-7 Reduced 0.31%
2,216 $346,000
Q3 2021

Nov 15, 2021

SELL
$151.47 - $171.13 $8,482 - $9,583
-56 Reduced 2.46%
2,223 $350,000
Q2 2021

Aug 16, 2021

BUY
$142.3 - $163.45 $46,105 - $52,957
324 Added 16.57%
2,279 $356,000
Q1 2021

May 14, 2021

SELL
$122.77 - $144.71 $15,346 - $18,088
-125 Reduced 6.01%
1,955 $277,000
Q4 2020

Feb 11, 2021

BUY
$120.69 - $138.59 $234,983 - $269,834
1,947 Added 1463.91%
2,080 $283,000
Q3 2020

Dec 16, 2020

SELL
$97.56 - $125.07 $172,583 - $221,248
-1,769 Reduced 93.01%
133 $16,000
Q3 2020

Dec 16, 2020

SELL
$97.56 - $125.07 $12,975 - $16,634
-133 Reduced 6.54%
1,902 $231,000
Q3 2020

Nov 13, 2020

SELL
$97.56 - $125.07 $11,804 - $15,133
-121 Reduced 5.61%
2,035 $247,000
Q2 2020

Aug 14, 2020

SELL
$87.76 - $117.41 $5,090 - $6,809
-58 Reduced 2.62%
2,156 $223,000
Q1 2020

May 06, 2020

BUY
$80.41 - $142.52 $52,668 - $93,350
655 Added 42.01%
2,214 $231,000
Q4 2019

Jan 28, 2020

SELL
$122.03 - $133.55 $17,816 - $19,498
-146 Reduced 8.56%
1,559 $204,000
Q3 2019

Oct 31, 2019

BUY
$108.14 - $127.5 $184,378 - $217,387
1,705 New
1,705 $215,000

Others Institutions Holding AIZ

About ASSURANT, INC.


  • Ticker AIZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Specialty
  • Shares Outstandng 53,209,300
  • Market Cap $12B
  • 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
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