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Ellevest Inc’s American Coastal Insurance ACIC Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-47
Closed – – 1572
2022
Q2 		$0 Sell
47
-104
-69% -$221 ﹤0.01% 1363
2022
Q1 		$0 Hold
151
– – ﹤0.01% 1381
2021
Q4 		$1K Hold
151
– – ﹤0.01% 1230
2021
Q3 		$1K Buy
+151
New +$606 ﹤0.01% 1213

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Ellevest Inc's ACIC Position: Q3 2022 in Review

Ellevest Inc sold out of American Coastal Insurance (ACIC) in Q3 2022, closing a stake of 47 shares.

Ellevest Inc first reported a position in ACIC in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 46 funds tracked by Wall St. Rank hold ACIC as of Q3 2022.

  • Ellevest Inc reported no remaining American Coastal Insurance position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 47 American Coastal Insurance shares in Q3 2022.
  • Ellevest Inc first reported a position in American Coastal Insurance in Q3 2021 and held it in 4 quarters.
  • Ellevest Inc's American Coastal Insurance position peaked at $1K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.