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Center for Financial Planning’s American Coastal Insurance ACIC Stock Holding History

Center for Financial Planning’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
2025
Q1 		– Sell
-2
Closed -$27 – 702
2024
Q4 		$27 Buy
+2
New +$25 ﹤0.01% 669

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Bastion Asset Management Montreal, Canada $328M AUM 13.57% 1-Year Est. Return

Center for Financial Planning's ACIC Position: Q1 2025 in Review

Center for Financial Planning sold out of American Coastal Insurance (ACIC) in Q1 2025, closing a stake of 2 shares — an estimated $27 sold.

Center for Financial Planning first reported a position in ACIC in Q4 2024 and held it in 1 quarter. The position peaked at $27 in Q4 2024. 120 funds tracked by Wall St. Rank hold ACIC as of Q1 2025.

  • Center for Financial Planning reported no remaining American Coastal Insurance position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 2 American Coastal Insurance shares in Q1 2025, an estimated $27.
  • Center for Financial Planning first reported a position in American Coastal Insurance in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's American Coastal Insurance position peaked at $27 in Q4 2024.
  • 120 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.