Wealthspire Advisors (Maryland)’s American Coastal Insurance ACIC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-64	Closed	-$1K	–	472
2019 Q1	$1K	Buy	64 +13	+25%	+$210	﹤0.01%	2278
2018 Q4	$1K	Sell	51 -46	-47%	-$875	﹤0.01%	2208
2018 Q3	$2K	Buy	97 +39	+67%	+$805	﹤0.01%	2118
2018 Q2	$1K	Buy	58 +15	+35%	+$297	﹤0.01%	2270
2018 Q1	$1K	Hold	43	–	–	﹤0.01%	2284
2017 Q4	$1K	Buy	43 +35	+438%	+$568	﹤0.01%	2234
2017 Q3	$0	Buy	+8	New	+$127	﹤0.01%	2230
2017 Q2	–	Sell	-500	Closed	-$8K	–	2180
2017 Q1	$8K	Buy	+500	New	+$7.77K	﹤0.01%	1391

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T 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

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

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

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ACIC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of American Coastal Insurance (ACIC) in Q2 2019, closing a stake of 64 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ACIC in Q1 2017 and held it in 8 quarters. The position peaked at $8K in Q1 2017. 116 funds tracked by Wall St. Rank hold ACIC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining American Coastal Insurance position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 64 American Coastal Insurance shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in American Coastal Insurance in Q1 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s American Coastal Insurance position peaked at $8K in Q1 2017.
116 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.