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

Sutton 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
2023
Q3 		$12.7K Sell
1,732
-5
-0.3% -$32 0.01% 431
2023
Q2 		$7.75K Sell
1,737
-5
-0.3% -$22 ﹤0.01% 499
2023
Q1 		$4.91K Sell
1,742
-798,493
-100% -$1.6M ﹤0.01% 525
2022
Q4 		$848K Sell
800,235
-3
-0% -$1 0.32% 55
2022
Q3 		$513K Hold
800,238
– – 0.21% 75
2022
Q2 		$1.25M Buy
800,238
+6,750
+0.9% +$14.3K 0.5% 39
2022
Q1 		$2.63M Buy
793,488
+6
+0% +$23 0.9% 24
2021
Q4 		$3.44M Buy
793,482
+4
+0% +$17 1.15% 20
2021
Q3 		$2.88M Buy
793,478
+5
+0% +$20 1.06% 20
2021
Q2 		$4.52M Buy
793,473
+5,003
+0.6% +$30.6K 1.65% 12
2021
Q1 		$5.68M Buy
788,470
+3
+0% +$19 2.24% 8
2020
Q4 		$4.51M Buy
788,467
+1,004
+0.1% +$5.08K 1.91% 9
2020
Q3 		$4.77M Buy
787,463
+42,451
+6% +$326K 2.31% 8
2020
Q2 		$5.83M Buy
745,012
+5,000
+0.7% +$40.6K 3.05% 4
2020
Q1 		$6.84M Buy
740,012
+300
+0% +$3.02K 4.3% 3
2019
Q4 		$9.33M Hold
739,712
– – 4.78% 3
2019
Q3 		$10.3M Hold
739,712
– – 5.78% 2
2019
Q2 		$10.5M Buy
739,712
+5,000
+0.7% +$74.6K 6.06% 2
2019
Q1 		$11.7M Hold
734,712
– – 6.82% 2
2018
Q4 		$12.2M Hold
734,712
– – 7.87% 1
2018
Q3 		$16.4M Hold
734,712
– – 10.77% 2
2018
Q2 		$14.4M Buy
734,712
+5,000
+0.7% +$99.1K 10.01% 2
2018
Q1 		$14M Sell
729,712
-108
-0% -$2.07K 10% 2
2017
Q4 		$12.6M Sell
729,820
-21,598
-3% -$350K 9.22% 2
2017
Q3 		$12.2M Sell
751,418
-444
-0.1% -$7.06K 9.35% 1
2017
Q2 		$11.8M Buy
751,862
+1,502
+0.2% +$23.5K 9.36% 1
2017
Q1 		$12M Buy
750,360
+45,808
+7% +$712K 10.02% 1
2016
Q4 		$10.7M Buy
704,552
+2,000
+0.3% +$28.6K 9.54% 1
2016
Q3 		$11.9M Buy
702,552
+3,500
+0.5% +$55.5K 10.89% 1
2016
Q2 		$11.5M Buy
699,052
+15,890
+2% +$271K 10.81% 1
2016
Q1 		$13.1M Buy
+683,162
New +$11.5M 12.45% 1

Other funds holding ACIC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Sutton Wealth Advisors's ACIC Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its American Coastal Insurance (ACIC) stake by 0.29% in Q3 2023, selling an estimated $32 and leaving 1,732 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #431.

Sutton Wealth Advisors first reported a position in ACIC in Q1 2016 and has held it in 31 quarters since. The position peaked at $16.4M in Q3 2018. 67 funds tracked by Wall St. Rank hold ACIC as of Q3 2023.

  • Sutton Wealth Advisors held 1,732 shares of American Coastal Insurance worth $12.7K as of Q3 2023.
  • Sutton Wealth Advisors sold 5 American Coastal Insurance shares in Q3 2023, an estimated $32.
  • American Coastal Insurance made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #431 holding.
  • Sutton Wealth Advisors first reported a position in American Coastal Insurance in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's American Coastal Insurance position peaked at $16.4M in Q3 2018.
  • 67 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.