American Research & Management Company’s American Coastal Insurance ACIC Stock Holding History

American Research & Management Company’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 Q2	–	Sell	-55,075	Closed	-$2.22M	–	347
2020 Q1	$2.22M	Sell	55,075 -100	-0.2%	-$1.01K	0.84%	38
2019 Q4	$2.52M	Hold	55,175	–	–	0.75%	40
2019 Q3	$2.32M	Buy	55,175 +625	+1%	+$8.05K	0.7%	42
2019 Q2	$2.21M	Buy	+54,550	New	+$814K	0.66%	44

Other funds holding ACIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

American Research & Management Company's ACIC Position: Q2 2020 in Review

American Research & Management Company sold out of American Coastal Insurance (ACIC) in Q2 2020, closing a stake of 55,075 shares — an estimated $2.22M sold.

American Research & Management Company first reported a position in ACIC in Q2 2019 and held it in 4 quarters. The position peaked at $2.52M in Q4 2019. 99 funds tracked by Wall St. Rank hold ACIC as of Q2 2020.

American Research & Management Company reported no remaining American Coastal Insurance position as of Q2 2020 after selling out during the quarter.
American Research & Management Company sold 55,075 American Coastal Insurance shares in Q2 2020, an estimated $2.22M.
American Research & Management Company first reported a position in American Coastal Insurance in Q2 2019 and held it in 4 quarters.
American Research & Management Company's American Coastal Insurance position peaked at $2.52M in Q4 2019.
99 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2020.

Based on American Research & Management Company's 13F filing for Q2 2020, filed 28 Jul 2020.