Geller Advisors’s Plains All American Pipeline PAA Stock Holding History

Geller Advisors’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$773K	Hold	45,275	–	–	0.05%	86
2024 Q3	$786K	Hold	45,275	–	–	0.05%	92
2024 Q2	$809K	Hold	45,275	–	–	0.06%	92
2024 Q1	$795K	Hold	45,275	–	–	0.06%	90
2023 Q4	$686K	Hold	45,275	–	–	0.07%	94
2023 Q3	$694K	Hold	45,275	–	–	0.08%	75
2023 Q2	$638K	Hold	45,275	–	–	0.08%	87
2023 Q1	$565K	Hold	45,275	–	–	0.08%	58
2022 Q4	$532K	Hold	45,275	–	–	0.09%	50
2022 Q3	$476K	Hold	45,275	–	–	0.1%	50
2022 Q2	$445K	Hold	45,275	–	–	0.09%	57
2022 Q1	$487K	Hold	45,275	–	–	0.09%	59
2021 Q4	$423K	Hold	45,275	–	–	0.08%	74
2021 Q3	$460K	Buy	+45,275	New	+$450K	0.1%	61
2016 Q1	–	Sell	-24,904	Closed	-$575K	–	31
2015 Q4	$575K	Hold	24,904	–	–	0.34%	13
2015 Q3	$757K	Hold	24,904	–	–	0.48%	13
2015 Q2	$1.08M	Buy	24,904 +1,680	+7%	+$80.6K	0.63%	10
2015 Q1	$1.13M	Buy	23,224 +9,840	+74%	+$488K	0.66%	10
2014 Q4	$687K	Sell	13,384 -43	-0.3%	-$2.28K	0.4%	14
2014 Q3	$790K	Buy	13,427 +43	+0.3%	+$2.52K	0.45%	16
2014 Q2	$804K	Hold	13,384	–	–	0.54%	13
2014 Q1	$738K	Hold	13,384	–	–	0.49%	13
2013 Q4	$693K	Buy	13,384 +820	+7%	+$41.9K	0.47%	14
2013 Q3	$662K	Buy	12,564 +1,400	+13%	+$74.8K	0.5%	12
2013 Q2	$623K	Buy	+11,164	New	+$632K	0.53%	12

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Geller Advisors's PAA Position: Q4 2024 in Review

Geller Advisors held its Plains All American Pipeline (PAA) position steady in Q4 2024 at 45,275 shares worth $773K. The position accounts for 0.05% of the portfolio, ranked #86.

Geller Advisors first reported a position in PAA in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.13M in Q1 2015. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2024.

Geller Advisors held 45,275 shares of Plains All American Pipeline worth $773K as of Q4 2024.
Geller Advisors left its Plains All American Pipeline share count unchanged in Q4 2024.
Plains All American Pipeline made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #86 holding.
Geller Advisors first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 25 quarters since.
Geller Advisors's Plains All American Pipeline position peaked at $1.13M in Q1 2015.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2024.

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