Lenox Wealth Advisors’s American Coastal Insurance ACIC Stock Holding History

Lenox Wealth 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
2022 Q1	$9K	Hold	3,190	–	–	﹤0.01%	495
2021 Q4	$14K	Hold	3,190	–	–	﹤0.01%	455
2021 Q3	$12K	Hold	3,190	–	–	﹤0.01%	441
2021 Q2	$18K	Hold	3,190	–	–	﹤0.01%	376
2021 Q1	$23K	Hold	3,190	–	–	﹤0.01%	290
2020 Q4	$18K	Hold	3,190	–	–	﹤0.01%	330
2020 Q3	$19K	Hold	3,190	–	–	﹤0.01%	291
2020 Q2	$25K	Hold	3,190	–	–	﹤0.01%	254
2020 Q1	$29K	Buy	+3,190	New	+$32.1K	0.01%	201

Other funds holding ACIC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Lenox Wealth Advisors's ACIC Position: Q1 2022 in Review

Lenox Wealth Advisors held its American Coastal Insurance (ACIC) position steady in Q1 2022 at 3,190 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Lenox Wealth Advisors first reported a position in ACIC in Q1 2020 and has held it in 9 quarters since. The position peaked at $29K in Q1 2020. 85 funds tracked by Wall St. Rank hold ACIC as of Q1 2022.

Lenox Wealth Advisors held 3,190 shares of American Coastal Insurance worth $9K as of Q1 2022.
Lenox Wealth Advisors left its American Coastal Insurance share count unchanged in Q1 2022.
American Coastal Insurance made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #495 holding.
Lenox Wealth Advisors first reported a position in American Coastal Insurance in Q1 2020 and has held it in 9 quarters since.
Lenox Wealth Advisors's American Coastal Insurance position peaked at $29K in Q1 2020.
85 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2022.

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