Wagner Wealth Management (South Carolina)’s American Coastal Insurance ACIC Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	–	Sell	-544	Closed	-$1K	–	676
2022 Q2	$1K	Buy	+544	New	+$1.15K	﹤0.01%	643
2022 Q1	–	Sell	-535	Closed	-$2K	–	209
2021 Q4	$2K	Buy	535 +7	+1%	+$30	﹤0.01%	622
2021 Q3	$2K	Buy	528 +8	+2%	+$32	﹤0.01%	594
2021 Q2	$3K	Buy	520 +6	+1%	+$37	﹤0.01%	606
2021 Q1	$4K	Buy	+514	New	+$3.27K	﹤0.01%	554

Other funds holding ACIC

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ACIC Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of American Coastal Insurance (ACIC) in Q3 2022, closing a stake of 544 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in ACIC in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2021. 46 funds tracked by Wall St. Rank hold ACIC as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining American Coastal Insurance position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 544 American Coastal Insurance shares in Q3 2022, an estimated $1K.
Wagner Wealth Management (South Carolina) first reported a position in American Coastal Insurance in Q1 2021 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s American Coastal Insurance position peaked at $4K in Q1 2021.
46 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.