Belpointe Asset Management’s American Coastal Insurance ACIC Stock Holding History

Belpointe Asset 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 Q3	–	Sell	-2,900	Closed	-$197K	–	1161
2022 Q2	$197K	Hold	2,900	–	–	0.01%	828
2022 Q1	$198K	Hold	2,900	–	–	0.01%	910
2021 Q4	$242K	Hold	2,900	–	–	0.02%	817
2021 Q3	$321K	Hold	2,900	–	–	0.02%	656
2021 Q2	$288K	Hold	2,900	–	–	0.02%	686
2021 Q1	$223K	Hold	2,900	–	–	0.02%	705
2020 Q4	$152K	Hold	2,900	–	–	0.01%	793
2020 Q3	$143K	Buy	+2,900	New	+$22.3K	0.02%	657
2020 Q2	–	Sell	-2,900	Closed	-$117K	–	732
2020 Q1	$117K	Sell	2,900 -3,300	-53%	-$33.2K	0.02%	568
2019 Q4	$283K	Buy	+6,200	New	+$78.8K	0.04%	453
2019 Q2	–	Sell	-3,300	Closed	-$141K	–	606
2019 Q1	$141K	Buy	+3,300	New	+$53.4K	0.03%	371

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Belpointe Asset Management's ACIC Position: Q3 2022 in Review

Belpointe Asset Management sold out of American Coastal Insurance (ACIC) in Q3 2022, closing a stake of 2,900 shares — an estimated $197K sold.

Belpointe Asset Management first reported a position in ACIC in Q1 2019 and held it in 11 quarters. The position peaked at $321K in Q3 2021. 46 funds tracked by Wall St. Rank hold ACIC as of Q3 2022.

Belpointe Asset Management reported no remaining American Coastal Insurance position as of Q3 2022 after selling out during the quarter.
Belpointe Asset Management sold 2,900 American Coastal Insurance shares in Q3 2022, an estimated $197K.
Belpointe Asset Management first reported a position in American Coastal Insurance in Q1 2019 and held it in 11 quarters.
Belpointe Asset Management's American Coastal Insurance position peaked at $321K in Q3 2021.
46 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2022.

Based on Belpointe Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.