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Wealth Alliance Advisory Group’s American Coastal Insurance ACIC Stock Holding History

Wealth Alliance Advisory 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
2018
Q4 		– Sell
-9,473
Closed -$212K – 118
2018
Q3 		$212K Buy
+9,473
New +$195K 0.11% 126

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
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 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

Wealth Alliance Advisory Group's ACIC Position: Q4 2018 in Review

Wealth Alliance Advisory Group sold out of American Coastal Insurance (ACIC) in Q4 2018, closing a stake of 9,473 shares — an estimated $212K sold.

Wealth Alliance Advisory Group first reported a position in ACIC in Q3 2018 and held it in 1 quarter. The position peaked at $212K in Q3 2018. 117 funds tracked by Wall St. Rank hold ACIC as of Q4 2018.

  • Wealth Alliance Advisory Group reported no remaining American Coastal Insurance position as of Q4 2018 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 9,473 American Coastal Insurance shares in Q4 2018, an estimated $212K.
  • Wealth Alliance Advisory Group first reported a position in American Coastal Insurance in Q3 2018 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's American Coastal Insurance position peaked at $212K in Q3 2018.
  • 117 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2018.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2018, filed 28 Jan 2019.