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

Capital Performance 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
2024
Q4 		– Sell
-14
Closed -$158 – 192
2024
Q3 		$158 Buy
+14
New +$156 ﹤0.01% 2608

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PAIM
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American Century Companies
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N
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Capital Performance Advisors's ACIC Position: Q4 2024 in Review

Capital Performance Advisors sold out of American Coastal Insurance (ACIC) in Q4 2024, closing a stake of 14 shares — an estimated $158 sold.

Capital Performance Advisors first reported a position in ACIC in Q3 2024 and held it in 1 quarter. The position peaked at $158 in Q3 2024. 109 funds tracked by Wall St. Rank hold ACIC as of Q4 2024.

  • Capital Performance Advisors reported no remaining American Coastal Insurance position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 14 American Coastal Insurance shares in Q4 2024, an estimated $158.
  • Capital Performance Advisors first reported a position in American Coastal Insurance in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's American Coastal Insurance position peaked at $158 in Q3 2024.
  • 109 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.