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

TCI 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
2022 Q1	–	Sell	-967	Closed	-$4K	–	2197
2021 Q4	$4K	Sell	967 -244	-20%	-$1.05K	﹤0.01%	1765
2021 Q3	$4K	Buy	1,211 +555	+85%	+$2.23K	﹤0.01%	1692
2021 Q2	$4K	Buy	+656	New	+$4.01K	﹤0.01%	1522
2020 Q4	–	Sell	-278	Closed	-$2K	–	1527
2020 Q3	$2K	Buy	278 +3	+1%	+$23	﹤0.01%	1064
2020 Q2	$2K	Buy	275 +115	+72%	+$933	﹤0.01%	1014
2020 Q1	$1K	Buy	+160	New	+$1.61K	﹤0.01%	1167

Other funds holding ACIC

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

TCI Wealth Advisors's ACIC Position: Q1 2022 in Review

TCI Wealth Advisors sold out of American Coastal Insurance (ACIC) in Q1 2022, closing a stake of 967 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in ACIC in Q1 2020 and held it in 6 quarters. The position peaked at $4K in Q4 2021. 85 funds tracked by Wall St. Rank hold ACIC as of Q1 2022.

TCI Wealth Advisors reported no remaining American Coastal Insurance position as of Q1 2022 after selling out during the quarter.
TCI Wealth Advisors sold 967 American Coastal Insurance shares in Q1 2022, an estimated $4K.
TCI Wealth Advisors first reported a position in American Coastal Insurance in Q1 2020 and held it in 6 quarters.
TCI Wealth Advisors's American Coastal Insurance position peaked at $4K in Q4 2021.
85 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.