Geller Advisors’s American Coastal Insurance ACIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$404K Hold
30,000
0.03% 164
2024
Q3
$338K Buy
+30,000
New +$335K 0.02% 184

Other funds holding ACIC

Geller Advisors's ACIC Position: Q4 2024 in Review

Geller Advisors held its American Coastal Insurance (ACIC) position steady in Q4 2024 at 30,000 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #164.

Geller Advisors first reported a position in ACIC in Q3 2024 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold ACIC as of Q4 2024.

  • Geller Advisors held 30,000 shares of American Coastal Insurance worth $404K as of Q4 2024.
  • Geller Advisors left its American Coastal Insurance share count unchanged in Q4 2024.
  • American Coastal Insurance made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #164 holding.
  • Geller Advisors first reported a position in American Coastal Insurance in Q3 2024 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.