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Trivant Custom Portfolio Group’s American Coastal Insurance ACIC Stock Holding History

Trivant Custom Portfolio Group’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
2024
Q3 		– Sell
-2,500
Closed -$26.4K – 172
2024
Q2 		$26.4K Hold
2,500
– – 0.02% 117
2024
Q1 		$26.7K Sell
2,500
-500
-17% -$5.66K 0.02% 122
2023
Q4 		$28.4K Hold
3,000
– – 0.02% 130
2023
Q3 		$22.1K Buy
+3,000
New +$19.4K 0.02% 127

Other funds holding ACIC

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
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Trivant Custom Portfolio Group's ACIC Position: Q3 2024 in Review

Trivant Custom Portfolio Group sold out of American Coastal Insurance (ACIC) in Q3 2024, closing a stake of 2,500 shares — an estimated $26.4K sold.

Trivant Custom Portfolio Group first reported a position in ACIC in Q3 2023 and held it in 4 quarters. The position peaked at $28.4K in Q4 2023. 106 funds tracked by Wall St. Rank hold ACIC as of Q3 2024.

  • Trivant Custom Portfolio Group reported no remaining American Coastal Insurance position as of Q3 2024 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 2,500 American Coastal Insurance shares in Q3 2024, an estimated $26.4K.
  • Trivant Custom Portfolio Group first reported a position in American Coastal Insurance in Q3 2023 and held it in 4 quarters.
  • Trivant Custom Portfolio Group's American Coastal Insurance position peaked at $28.4K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2024.

Based on Trivant Custom Portfolio Group's 13F filing for Q3 2024, filed 4 Oct 2024.