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

AE 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
2020
Q1 		– Sell
-12,119
Closed -$153K – 1108
2019
Q4 		$153K Sell
12,119
-4,191
-26% -$53.3K ﹤0.01% 1072
2019
Q3 		$228K Sell
16,310
-1,014
-6% -$13.1K 0.01% 884
2019
Q2 		$247K Buy
+17,324
New +$258K 0.01% 829

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AE Wealth Management's ACIC Position: Q1 2020 in Review

AE Wealth Management sold out of American Coastal Insurance (ACIC) in Q1 2020, closing a stake of 12,119 shares — an estimated $153K sold.

AE Wealth Management first reported a position in ACIC in Q2 2019 and held it in 3 quarters. The position peaked at $247K in Q2 2019. 106 funds tracked by Wall St. Rank hold ACIC as of Q1 2020.

  • AE Wealth Management reported no remaining American Coastal Insurance position as of Q1 2020 after selling out during the quarter.
  • AE Wealth Management sold 12,119 American Coastal Insurance shares in Q1 2020, an estimated $153K.
  • AE Wealth Management first reported a position in American Coastal Insurance in Q2 2019 and held it in 3 quarters.
  • AE Wealth Management's American Coastal Insurance position peaked at $247K in Q2 2019.
  • 106 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.