IndexIQ Advisors’s American Coastal Insurance ACIC Stock Holding History

IndexIQ Advisors’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 Q1	–	Sell	-22,667	Closed	-$130K	–	1123
2020 Q4	$130K	Buy	22,667 +2,340	+12%	+$11.8K	﹤0.01%	992
2020 Q3	$123K	Buy	20,327 +1,103	+6%	+$8.46K	0.01%	894
2020 Q2	$150K	Sell	19,224 -2,605	-12%	-$21.1K	0.01%	793
2020 Q1	$202K	Buy	+21,829	New	+$220K	0.01%	295
2019 Q2	–	Sell	-18,182	Closed	-$289K	–	560
2019 Q1	$289K	Sell	18,182 -91,622	-83%	-$1.48M	0.01%	520
2018 Q4	$1.82M	Sell	109,804 -8,965	-8%	-$171K	0.05%	256
2018 Q3	$2.66M	Buy	118,769 +4,484	+4%	+$92.5K	0.09%	203
2018 Q2	$2.24M	Buy	114,285 +10,449	+10%	+$207K	0.07%	303
2018 Q1	$1.99M	Buy	103,836 +15,520	+18%	+$298K	0.06%	369
2017 Q4	$1.52M	Buy	88,316 +33,977	+63%	+$551K	0.06%	245
2017 Q3	$886K	Buy	54,339 +24,668	+83%	+$392K	0.04%	305
2017 Q2	$467K	Buy	+29,671	New	+$464K	0.02%	337

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

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

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

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

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

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

IndexIQ Advisors's ACIC Position: Q1 2021 in Review

IndexIQ Advisors sold out of American Coastal Insurance (ACIC) in Q1 2021, closing a stake of 22,667 shares — an estimated $130K sold.

IndexIQ Advisors first reported a position in ACIC in Q2 2017 and held it in 12 quarters. The position peaked at $2.66M in Q3 2018. 88 funds tracked by Wall St. Rank hold ACIC as of Q1 2021.

IndexIQ Advisors reported no remaining American Coastal Insurance position as of Q1 2021 after selling out during the quarter.
IndexIQ Advisors sold 22,667 American Coastal Insurance shares in Q1 2021, an estimated $130K.
IndexIQ Advisors first reported a position in American Coastal Insurance in Q2 2017 and held it in 12 quarters.
IndexIQ Advisors's American Coastal Insurance position peaked at $2.66M in Q3 2018.
88 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.