Accel Wealth Management’s American Coastal Insurance ACIC Stock Holding History

Accel Wealth Management’s Portfolio ACIC Stock Details ACIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,000	Closed	-$14.1K	–	176
2023 Q1	$14.1K	Hold	5,000	–	–	0.01%	799
2022 Q4	$5.3K	Hold	5,000	–	–	﹤0.01%	802
2022 Q3	$4K	Hold	5,000	–	–	﹤0.01%	860
2022 Q2	$7K	Buy	5,000 +1,000	+25%	+$2.12K	﹤0.01%	754
2022 Q1	$13K	Buy	4,000 +1,000	+33%	+$3.78K	0.01%	653
2021 Q4	$13K	Hold	3,000	–	–	0.01%	649
2021 Q3	$11K	Buy	+3,000	New	+$12K	0.01%	610

Other funds holding ACIC

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

DCM

DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Accel Wealth Management's ACIC Position: Q2 2023 in Review

Accel Wealth Management sold out of American Coastal Insurance (ACIC) in Q2 2023, closing a stake of 5,000 shares — an estimated $14.1K sold.

Accel Wealth Management first reported a position in ACIC in Q3 2021 and held it in 7 quarters. The position peaked at $14.1K in Q1 2023. 48 funds tracked by Wall St. Rank hold ACIC as of Q2 2023.

Accel Wealth Management reported no remaining American Coastal Insurance position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 5,000 American Coastal Insurance shares in Q2 2023, an estimated $14.1K.
Accel Wealth Management first reported a position in American Coastal Insurance in Q3 2021 and held it in 7 quarters.
Accel Wealth Management's American Coastal Insurance position peaked at $14.1K in Q1 2023.
48 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.