Envestnet Asset Management’s American Coastal Insurance ACIC Stock Holding History

Envestnet Asset 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
2023 Q3	–	Sell	-14,450	Closed	-$64.4K	–	4003
2023 Q2	$64.4K	Buy	+14,450	New	+$62.4K	﹤0.01%	3859
2018 Q3	–	Sell	-146	Closed	-$3K	–	1248
2018 Q2	$3K	Hold	146	–	–	﹤0.01%	2686
2018 Q1	$3K	Sell	146 -39	-21%	-$748	﹤0.01%	2649
2017 Q4	$3K	Hold	185	–	–	﹤0.01%	2782
2017 Q3	$3K	Hold	185	–	–	﹤0.01%	2759
2017 Q2	$3K	Sell	185 -2,257	-92%	-$35.3K	﹤0.01%	2895
2017 Q1	$39K	Buy	2,442 +1,026	+72%	+$15.9K	﹤0.01%	2492
2016 Q4	$21K	Sell	1,416 -170	-11%	-$2.44K	﹤0.01%	2651
2016 Q3	$27K	Buy	1,586 +499	+46%	+$7.91K	﹤0.01%	2753
2016 Q2	$18K	Buy	+1,087	New	+$18.5K	﹤0.01%	2973
2015 Q1	–	Sell	-213	Closed	-$5K	–	2021
2014 Q4	$5K	Hold	213	–	–	﹤0.01%	2118
2014 Q3	$3K	Hold	213	–	–	﹤0.01%	2402
2014 Q2	$4K	Hold	213	–	–	﹤0.01%	2338
2014 Q1	$3K	Hold	213	–	–	﹤0.01%	2190
2013 Q4	$3K	Sell	213 -207	-49%	-$2.1K	﹤0.01%	2113
2013 Q3	$4K	Buy	+420	New	+$3.29K	﹤0.01%	1971

Other funds holding ACIC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Envestnet Asset Management's ACIC Position: Q3 2023 in Review

Envestnet Asset Management sold out of American Coastal Insurance (ACIC) in Q3 2023, closing a stake of 14,450 shares — an estimated $64.4K sold.

Envestnet Asset Management first reported a position in ACIC in Q3 2013 and held it in 16 quarters. The position peaked at $64.4K in Q2 2023. 67 funds tracked by Wall St. Rank hold ACIC as of Q3 2023.

Envestnet Asset Management reported no remaining American Coastal Insurance position as of Q3 2023 after selling out during the quarter.
Envestnet Asset Management sold 14,450 American Coastal Insurance shares in Q3 2023, an estimated $64.4K.
Envestnet Asset Management first reported a position in American Coastal Insurance in Q3 2013 and held it in 16 quarters.
Envestnet Asset Management's American Coastal Insurance position peaked at $64.4K in Q2 2023.
67 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.