Baker Tilly Wealth Management’s American Coastal Insurance ACIC Stock Holding History

Baker Tilly 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
2022 Q2	–	Sell	-44,212	Closed	-$146K	–	492
2022 Q1	$146K	Hold	44,212	–	–	0.02%	506
2021 Q4	$192K	Hold	44,212	–	–	0.02%	510
2021 Q3	$160K	Hold	44,212	–	–	0.02%	495
2021 Q2	$252K	Hold	44,212	–	–	0.04%	433
2021 Q1	$319K	Hold	44,212	–	–	0.07%	342
2020 Q4	$253K	Buy	+44,212	New	+$223K	0.08%	277

Other funds holding ACIC

TCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SWA

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Baker Tilly Wealth Management's ACIC Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of American Coastal Insurance (ACIC) in Q2 2022, closing a stake of 44,212 shares — an estimated $146K sold.

Baker Tilly Wealth Management first reported a position in ACIC in Q4 2020 and held it in 6 quarters. The position peaked at $319K in Q1 2021. 64 funds tracked by Wall St. Rank hold ACIC as of Q2 2022.

Baker Tilly Wealth Management reported no remaining American Coastal Insurance position as of Q2 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 44,212 American Coastal Insurance shares in Q2 2022, an estimated $146K.
Baker Tilly Wealth Management first reported a position in American Coastal Insurance in Q4 2020 and held it in 6 quarters.
Baker Tilly Wealth Management's American Coastal Insurance position peaked at $319K in Q1 2021.
64 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.