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Cornerstone Advisors (Washington)’s American Coastal Insurance ACIC Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$1K Hold
128
– – ﹤0.01% 627
2020
Q2 		$1K Buy
+128
New +$1.04K ﹤0.01% 610
2020
Q1 		– Sell
-122
Closed -$2K – 760
2019
Q4 		$2K Hold
122
– – ﹤0.01% 571
2019
Q3 		$2K Buy
+122
New +$1.57K ﹤0.01% 568

Other funds holding ACIC

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Advisors (Washington)'s ACIC Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its American Coastal Insurance (ACIC) position steady in Q3 2020 at 128 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Cornerstone Advisors (Washington) first reported a position in ACIC in Q3 2019 and has held it in 4 quarters since. The position peaked at $2K in Q4 2019. 94 funds tracked by Wall St. Rank hold ACIC as of Q3 2020.

  • Cornerstone Advisors (Washington) held 128 shares of American Coastal Insurance worth $1K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its American Coastal Insurance share count unchanged in Q3 2020.
  • American Coastal Insurance made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #627 holding.
  • Cornerstone Advisors (Washington) first reported a position in American Coastal Insurance in Q3 2019 and has held it in 4 quarters since.
  • Cornerstone Advisors (Washington)'s American Coastal Insurance position peaked at $2K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.