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Berman Capital Advisors’s American Coastal Insurance ACIC Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$16K Buy
4,573
+4,381
+2,282% +$17.6K ﹤0.01% 1047
2021
Q2 		$1K Buy
+192
New +$1.17K ﹤0.01% 1679

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
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's ACIC Position: Q3 2021 in Review

Berman Capital Advisors increased its American Coastal Insurance (ACIC) stake by 2,282% in Q3 2021, buying an estimated $17.6K and bringing the position to 4,573 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Berman Capital Advisors first reported a position in ACIC in Q2 2021 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold ACIC as of Q3 2021.

  • Berman Capital Advisors held 4,573 shares of American Coastal Insurance worth $16K as of Q3 2021.
  • Berman Capital Advisors bought 4,381 American Coastal Insurance shares in Q3 2021, an estimated $17.6K.
  • American Coastal Insurance made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1047 holding.
  • Berman Capital Advisors first reported a position in American Coastal Insurance in Q2 2021 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.