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USA Financial Formulas’s American Coastal Insurance ACIC Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-5,738
Closed -$61.3K – 298
2024
Q1 		$61.3K Buy
+5,738
New +$64.9K 0.01% 235

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
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

USA Financial Formulas's ACIC Position: Q2 2024 in Review

USA Financial Formulas sold out of American Coastal Insurance (ACIC) in Q2 2024, closing a stake of 5,738 shares — an estimated $61.3K sold.

USA Financial Formulas first reported a position in ACIC in Q1 2024 and held it in 1 quarter. The position peaked at $61.3K in Q1 2024. 106 funds tracked by Wall St. Rank hold ACIC as of Q2 2024.

  • USA Financial Formulas reported no remaining American Coastal Insurance position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 5,738 American Coastal Insurance shares in Q2 2024, an estimated $61.3K.
  • USA Financial Formulas first reported a position in American Coastal Insurance in Q1 2024 and held it in 1 quarter.
  • USA Financial Formulas's American Coastal Insurance position peaked at $61.3K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.