Accel Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Accel Wealth Management’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,000	Closed	-$26.2K	–	650
2023 Q1	$26.2K	Hold	2,000	–	–	0.01%	631
2022 Q4	$24.9K	Hold	2,000	–	–	0.01%	500
2022 Q3	$24K	Hold	2,000	–	–	0.01%	510
2022 Q2	$20K	Buy	2,000 +1,000	+100%	+$11.5K	0.01%	545
2022 Q1	$12K	Hold	1,000	–	–	0.01%	681
2021 Q4	$10K	Hold	1,000	–	–	﹤0.01%	715
2021 Q3	$11K	Hold	1,000	–	–	0.01%	619
2021 Q2	$12K	Buy	+1,000	New	+$10.7K	0.01%	659

Other funds holding PAGP

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Accel Wealth Management's PAGP Position: Q2 2023 in Review

Accel Wealth Management sold out of Plains GP Holdings (PAGP) in Q2 2023, closing a stake of 2,000 shares — an estimated $26.2K sold.

Accel Wealth Management first reported a position in PAGP in Q2 2021 and held it in 8 quarters. The position peaked at $26.2K in Q1 2023. 261 funds tracked by Wall St. Rank hold PAGP as of Q2 2023.

Accel Wealth Management reported no remaining Plains GP Holdings position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,000 Plains GP Holdings shares in Q2 2023, an estimated $26.2K.
Accel Wealth Management first reported a position in Plains GP Holdings in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's Plains GP Holdings position peaked at $26.2K in Q1 2023.
261 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.