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Glassman Wealth Services’s American Coastal Insurance ACIC Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-105
Closed – – 1611
2021
Q4 		$0 Hold
105
– – ﹤0.01% 1609
2021
Q3 		$0 Buy
+105
New +$422 ﹤0.01% 1560

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Vanguard Group
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State of Wisconsin Investment Board
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Glassman Wealth Services's ACIC Position: Q1 2022 in Review

Glassman Wealth Services sold out of American Coastal Insurance (ACIC) in Q1 2022, closing a stake of 105 shares.

Glassman Wealth Services first reported a position in ACIC in Q3 2021 and held it in 2 quarters. The position peaked at $0 in Q4 2021. 85 funds tracked by Wall St. Rank hold ACIC as of Q1 2022.

  • Glassman Wealth Services reported no remaining American Coastal Insurance position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 105 American Coastal Insurance shares in Q1 2022.
  • Glassman Wealth Services first reported a position in American Coastal Insurance in Q3 2021 and held it in 2 quarters.
  • Glassman Wealth Services's American Coastal Insurance position peaked at $0 in Q4 2021.
  • 85 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.