AWM
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Avior Wealth Management’s American Coastal Insurance ACIC Stock Holding History

Avior 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
2024
Q3 		– Sell
-232
Closed -$2.45K – 2308
2024
Q2 		$2.45K Buy
232
+228
+5,700% +$2.56K ﹤0.01% 1904
2024
Q1 		$42 Buy
+4
New +$45 ﹤0.01% 3515

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TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avior Wealth Management's ACIC Position: Q3 2024 in Review

Avior Wealth Management sold out of American Coastal Insurance (ACIC) in Q3 2024, closing a stake of 232 shares — an estimated $2.45K sold.

Avior Wealth Management first reported a position in ACIC in Q1 2024 and held it in 2 quarters. The position peaked at $2.45K in Q2 2024. 106 funds tracked by Wall St. Rank hold ACIC as of Q3 2024.

  • Avior Wealth Management reported no remaining American Coastal Insurance position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 232 American Coastal Insurance shares in Q3 2024, an estimated $2.45K.
  • Avior Wealth Management first reported a position in American Coastal Insurance in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's American Coastal Insurance position peaked at $2.45K in Q2 2024.
  • 106 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.