Washington Trust’s American Coastal Insurance ACIC Stock Holding History

Washington Trust’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
2021 Q2	–	Sell	-5,000	Closed	-$36K	–	1047
2021 Q1	$36K	Buy	+5,000	New	+$31.8K	﹤0.01%	571
2020 Q2	–	Sell	-5,000	Closed	-$46K	–	873
2020 Q1	$46K	Buy	+5,000	New	+$50.4K	﹤0.01%	398
2018 Q3	–	Sell	-5,000	Closed	-$98K	–	236
2018 Q2	$98K	Buy	+5,000	New	+$99.1K	0.01%	317

Other funds holding ACIC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

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

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Washington Trust's ACIC Position: Q2 2021 in Review

Washington Trust sold out of American Coastal Insurance (ACIC) in Q2 2021, closing a stake of 5,000 shares — an estimated $36K sold.

Washington Trust first reported a position in ACIC in Q2 2018 and held it in 3 quarters. The position peaked at $98K in Q2 2018. 90 funds tracked by Wall St. Rank hold ACIC as of Q2 2021.

Washington Trust reported no remaining American Coastal Insurance position as of Q2 2021 after selling out during the quarter.
Washington Trust sold 5,000 American Coastal Insurance shares in Q2 2021, an estimated $36K.
Washington Trust first reported a position in American Coastal Insurance in Q2 2018 and held it in 3 quarters.
Washington Trust's American Coastal Insurance position peaked at $98K in Q2 2018.
90 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2021.

Based on Washington Trust's 13F filing for Q2 2021, filed 5 Aug 2021.