Parkside Financial Bank & Trust’s American Coastal Insurance ACIC Stock Holding History

Parkside Financial Bank & Trust’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 Q4	–	Sell	-67	Closed	–	–	1592
2020 Q3	$0	Buy	+67	New	+$514	﹤0.01%	1506
2020 Q2	–	Sell	-41	Closed	–	–	1460
2020 Q1	$0	Buy	+41	New	+$413	﹤0.01%	1404
2019 Q3	–	Sell	-30	Closed	–	–	1554
2019 Q2	$0	Sell	30 -20	-40%	-$298	﹤0.01%	1566
2019 Q1	$1K	Buy	50 +35	+233%	+$566	﹤0.01%	1261
2018 Q4	$0	Hold	15	–	–	﹤0.01%	1437
2018 Q3	$0	Hold	15	–	–	﹤0.01%	1514
2018 Q2	$0	Hold	15	–	–	﹤0.01%	1517
2018 Q1	$0	Hold	15	–	–	﹤0.01%	1434
2017 Q4	$0	Hold	15	–	–	﹤0.01%	1348
2017 Q3	$0	Hold	15	–	–	﹤0.01%	1356
2017 Q2	$0	Hold	15	–	–	﹤0.01%	1388
2017 Q1	$0	Sell	15 -2	-12%	-$31	﹤0.01%	1343
2016 Q4	$0	Buy	+17	New	+$243	﹤0.01%	1355

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

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

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

Parkside Financial Bank & Trust's ACIC Position: Q4 2020 in Review

Parkside Financial Bank & Trust sold out of American Coastal Insurance (ACIC) in Q4 2020, closing a stake of 67 shares.

Parkside Financial Bank & Trust first reported a position in ACIC in Q4 2016 and held it in 13 quarters. The position peaked at $1K in Q1 2019. 89 funds tracked by Wall St. Rank hold ACIC as of Q4 2020.

Parkside Financial Bank & Trust reported no remaining American Coastal Insurance position as of Q4 2020 after selling out during the quarter.
Parkside Financial Bank & Trust sold 67 American Coastal Insurance shares in Q4 2020.
Parkside Financial Bank & Trust first reported a position in American Coastal Insurance in Q4 2016 and held it in 13 quarters.
Parkside Financial Bank & Trust's American Coastal Insurance position peaked at $1K in Q1 2019.
89 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2020.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2020, filed 9 Feb 2021.