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Optimist Retirement Group’s American Coastal Insurance ACIC Stock Holding History

Optimist Retirement Group’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
2024
Q3 		– Sell
-21,783
Closed -$230K – 123
2024
Q2 		$230K Buy
21,783
+638
+3% +$7.17K 0.12% 87
2024
Q1 		$226K Buy
+21,145
New +$239K 0.12% 79

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Geode Capital Management
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PAIM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Optimist Retirement Group's ACIC Position: Q3 2024 in Review

Optimist Retirement Group sold out of American Coastal Insurance (ACIC) in Q3 2024, closing a stake of 21,783 shares — an estimated $230K sold.

Optimist Retirement Group first reported a position in ACIC in Q1 2024 and held it in 2 quarters. The position peaked at $230K in Q2 2024. 106 funds tracked by Wall St. Rank hold ACIC as of Q3 2024.

  • Optimist Retirement Group reported no remaining American Coastal Insurance position as of Q3 2024 after selling out during the quarter.
  • Optimist Retirement Group sold 21,783 American Coastal Insurance shares in Q3 2024, an estimated $230K.
  • Optimist Retirement Group first reported a position in American Coastal Insurance in Q1 2024 and held it in 2 quarters.
  • Optimist Retirement Group's American Coastal Insurance position peaked at $230K in Q2 2024.
  • 106 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2024.

Based on Optimist Retirement Group's 13F filing for Q3 2024, filed 25 Nov 2024.