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TD Private Client Wealth’s American Coastal Insurance ACIC Stock Holding History

TD Private Client Wealth’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
Q2 		– Sell
-42
Closed -$388 – 1104
2020
Q1 		$388 Buy
+42
New +$423 ﹤0.01% 988

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 Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TD Private Client Wealth's ACIC Position: Q2 2020 in Review

TD Private Client Wealth sold out of American Coastal Insurance (ACIC) in Q2 2020, closing a stake of 42 shares — an estimated $388 sold.

TD Private Client Wealth first reported a position in ACIC in Q1 2020 and held it in 1 quarter. The position peaked at $388 in Q1 2020. 99 funds tracked by Wall St. Rank hold ACIC as of Q2 2020.

  • TD Private Client Wealth reported no remaining American Coastal Insurance position as of Q2 2020 after selling out during the quarter.
  • TD Private Client Wealth sold 42 American Coastal Insurance shares in Q2 2020, an estimated $388.
  • TD Private Client Wealth first reported a position in American Coastal Insurance in Q1 2020 and held it in 1 quarter.
  • TD Private Client Wealth's American Coastal Insurance position peaked at $388 in Q1 2020.
  • 99 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2020.

Based on TD Private Client Wealth's 13F filing for Q2 2020, filed 16 Aug 2024.