JA
ACIC icon

JOYN Advisors’s American Coastal Insurance ACIC Stock Holding History

JOYN 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
2019
Q1 		– Sell
-9
Closed – – 128
2018
Q4 		$0 Sell
9
-52
-85% -$989 ﹤0.01% 1733
2018
Q3 		$1K Buy
61
+9
+17% +$186 ﹤0.01% 1552
2018
Q2 		$1K Sell
52
-75
-59% -$1.49K ﹤0.01% 1508
2018
Q1 		$2K Buy
+127
New +$2.44K ﹤0.01% 1031

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JOYN Advisors's ACIC Position: Q1 2019 in Review

JOYN Advisors sold out of American Coastal Insurance (ACIC) in Q1 2019, closing a stake of 9 shares.

JOYN Advisors first reported a position in ACIC in Q1 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2018. 112 funds tracked by Wall St. Rank hold ACIC as of Q1 2019.

  • JOYN Advisors reported no remaining American Coastal Insurance position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 9 American Coastal Insurance shares in Q1 2019.
  • JOYN Advisors first reported a position in American Coastal Insurance in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's American Coastal Insurance position peaked at $2K in Q1 2018.
  • 112 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.