Patriot Financial Group Insurance Agency’s American Coastal Insurance ACIC Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-1,000	Closed	-$2K	–	417
2022 Q2	$2K	Hold	1,000	–	–	﹤0.01%	1711
2022 Q1	$3K	Hold	1,000	–	–	﹤0.01%	1738
2021 Q4	$4K	Hold	1,000	–	–	﹤0.01%	1747
2021 Q3	$4K	Hold	1,000	–	–	﹤0.01%	1737
2021 Q2	$6K	Hold	1,000	–	–	﹤0.01%	1576
2021 Q1	$7K	Hold	1,000	–	–	﹤0.01%	1451
2020 Q4	$6K	Hold	1,000	–	–	﹤0.01%	1358
2020 Q3	$6K	Hold	1,000	–	–	﹤0.01%	1168
2020 Q2	$8K	Hold	1,000	–	–	﹤0.01%	1020
2020 Q1	$9K	Buy	+1,000	New	+$10.1K	﹤0.01%	874

Other funds holding ACIC

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ACIC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of American Coastal Insurance (ACIC) in Q3 2022, closing a stake of 1,000 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in ACIC in Q1 2020 and held it in 10 quarters. The position peaked at $9K in Q1 2020. 46 funds tracked by Wall St. Rank hold ACIC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining American Coastal Insurance position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,000 American Coastal Insurance shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in American Coastal Insurance in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's American Coastal Insurance position peaked at $9K in Q1 2020.
46 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.