Harvest Group Wealth Management’s American Coastal Insurance ACIC Stock Holding History

Harvest Group 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
2020 Q2	–	Sell	-19	Closed	–	–	466
2020 Q1	$0	Buy	+19	New	+$191	﹤0.01%	475
2019 Q4	–	Sell	-97	Closed	-$1K	–	957
2019 Q3	$1K	Sell	97 -33	-25%	-$425	﹤0.01%	817
2019 Q2	$1K	Buy	130 +68	+110%	+$1.01K	﹤0.01%	645
2019 Q1	$1K	Buy	+62	New	+$1K	﹤0.01%	723

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Harvest Group Wealth Management's ACIC Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of American Coastal Insurance (ACIC) in Q2 2020, closing a stake of 19 shares.

Harvest Group Wealth Management first reported a position in ACIC in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 99 funds tracked by Wall St. Rank hold ACIC as of Q2 2020.

Harvest Group Wealth Management reported no remaining American Coastal Insurance position as of Q2 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 19 American Coastal Insurance shares in Q2 2020.
Harvest Group Wealth Management first reported a position in American Coastal Insurance in Q1 2019 and held it in 4 quarters.
Harvest Group Wealth Management's American Coastal Insurance position peaked at $1K in Q3 2019.
99 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.