CAL
ACIC icon

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

Capital Advisors Ltd’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
-82
Closed – – 957
2022
Q1 		$0 Buy
+82
New +$310 ﹤0.01% 869

Other funds holding ACIC

TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
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

Capital Advisors Ltd's ACIC Position: Q2 2022 in Review

Capital Advisors Ltd sold out of American Coastal Insurance (ACIC) in Q2 2022, closing a stake of 82 shares.

Capital Advisors Ltd first reported a position in ACIC in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 64 funds tracked by Wall St. Rank hold ACIC as of Q2 2022.

  • Capital Advisors Ltd reported no remaining American Coastal Insurance position as of Q2 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 82 American Coastal Insurance shares in Q2 2022.
  • Capital Advisors Ltd first reported a position in American Coastal Insurance in Q1 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's American Coastal Insurance position peaked at $0 in Q1 2022.
  • 64 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2022.

Based on Capital Advisors Ltd's 13F filing for Q2 2022, filed 5 Aug 2022.