SS
ACIC icon

Simplicity Solutions’s American Coastal Insurance ACIC Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-15,371
Closed -$215K – 827
2019
Q3 		$215K Sell
15,371
-1,424
-8% -$18.3K 0.01% 665
2019
Q2 		$239K Buy
+16,795
New +$251K 0.01% 578

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
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Simplicity Solutions's ACIC Position: Q4 2019 in Review

Simplicity Solutions sold out of American Coastal Insurance (ACIC) in Q4 2019, closing a stake of 15,371 shares — an estimated $215K sold.

Simplicity Solutions first reported a position in ACIC in Q2 2019 and held it in 2 quarters. The position peaked at $239K in Q2 2019. 115 funds tracked by Wall St. Rank hold ACIC as of Q4 2019.

  • Simplicity Solutions reported no remaining American Coastal Insurance position as of Q4 2019 after selling out during the quarter.
  • Simplicity Solutions sold 15,371 American Coastal Insurance shares in Q4 2019, an estimated $215K.
  • Simplicity Solutions first reported a position in American Coastal Insurance in Q2 2019 and held it in 2 quarters.
  • Simplicity Solutions's American Coastal Insurance position peaked at $239K in Q2 2019.
  • 115 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2019.

Based on Simplicity Solutions's 13F filing for Q4 2019, filed 12 Feb 2020.