Doyle Wealth Management’s American Coastal Insurance ACIC Stock Holding History

Doyle Wealth Management’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	–	Sell	-13,500	Closed	-$77K	–	224
2021 Q2	$77K	Hold	13,500	–	–	0.01%	218
2021 Q1	$97K	Hold	13,500	–	–	0.01%	214
2020 Q4	$77K	Hold	13,500	–	–	0.01%	211
2020 Q3	$82K	Sell	13,500 -5,000	-27%	-$38.4K	0.01%	189
2020 Q2	$145K	Hold	18,500	–	–	0.02%	178
2020 Q1	$171K	Hold	18,500	–	–	0.03%	175
2019 Q4	$233K	Hold	18,500	–	–	0.03%	190
2019 Q3	$259K	Hold	18,500	–	–	0.04%	171
2019 Q2	$264K	Hold	18,500	–	–	0.04%	164
2019 Q1	$270K	Hold	18,500	–	–	0.04%	160
2018 Q4	$307K	Sell	18,500 -500	-3%	-$9.51K	0.05%	141
2018 Q3	$425K	Hold	19,000	–	–	0.07%	121
2018 Q2	$372K	Sell	19,000 -1,328	-7%	-$26.3K	0.06%	128
2018 Q1	$389K	Sell	20,328 -1,500	-7%	-$28.8K	0.07%	117
2017 Q4	$377K	Hold	21,828	–	–	0.06%	118
2017 Q3	$356K	Hold	21,828	–	–	0.06%	107
2017 Q2	$343K	Sell	21,828 -2,400	-10%	-$37.5K	0.06%	105
2017 Q1	$386K	Buy	+24,228	New	+$376K	0.08%	95

Other funds holding ACIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's ACIC Position: Q3 2021 in Review

Doyle Wealth Management sold out of American Coastal Insurance (ACIC) in Q3 2021, closing a stake of 13,500 shares — an estimated $77K sold.

Doyle Wealth Management first reported a position in ACIC in Q1 2017 and held it in 18 quarters. The position peaked at $425K in Q3 2018. 84 funds tracked by Wall St. Rank hold ACIC as of Q3 2021.

Doyle Wealth Management reported no remaining American Coastal Insurance position as of Q3 2021 after selling out during the quarter.
Doyle Wealth Management sold 13,500 American Coastal Insurance shares in Q3 2021, an estimated $77K.
Doyle Wealth Management first reported a position in American Coastal Insurance in Q1 2017 and held it in 18 quarters.
Doyle Wealth Management's American Coastal Insurance position peaked at $425K in Q3 2018.
84 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2021.

Based on Doyle Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.