AJ Wealth Strategies’s Plains All American Pipeline PAA Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$2.13M	Hold	150,717	–	–	0.1%	90
2023 Q1	$1.88M	Hold	150,717	–	–	0.1%	93
2022 Q4	$1.77M	Hold	150,717	–	–	0.09%	95
2022 Q3	$1.59M	Hold	150,717	–	–	0.09%	98
2022 Q2	$1.48M	Hold	150,717	–	–	0.08%	105
2022 Q1	$1.62M	Hold	150,717	–	–	0.08%	107
2021 Q4	$1.41M	Hold	150,717	–	–	0.07%	118
2021 Q3	$1.53M	Hold	150,717	–	–	0.08%	102
2021 Q2	$1.71M	Hold	150,717	–	–	0.1%	89
2021 Q1	$1.37M	Buy	150,717 +8,792	+6%	+$80.3K	0.1%	94
2020 Q4	$1.17M	Sell	141,925 -17,659	-11%	-$134K	0.1%	94
2020 Q3	$954K	Buy	159,584 +1,000	+0.6%	+$7.46K	0.1%	92
2020 Q2	$1.4M	Buy	158,584 +71,565	+82%	+$609K	0.16%	59
2020 Q1	$459K	Buy	+87,019	New	+$1.19M	0.06%	100

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

TCA

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

KACA

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AJ Wealth Strategies's PAA Position: Q2 2023 in Review

AJ Wealth Strategies held its Plains All American Pipeline (PAA) position steady in Q2 2023 at 150,717 shares worth $2.13M. The position accounts for 0.1% of the portfolio, ranked #90.

AJ Wealth Strategies first reported a position in PAA in Q1 2020 and has held it in 14 quarters since. 325 funds tracked by Wall St. Rank hold PAA as of Q2 2023.

AJ Wealth Strategies held 150,717 shares of Plains All American Pipeline worth $2.13M as of Q2 2023.
AJ Wealth Strategies left its Plains All American Pipeline share count unchanged in Q2 2023.
Plains All American Pipeline made up 0.1% of AJ Wealth Strategies's portfolio in Q2 2023, its #90 holding.
AJ Wealth Strategies first reported a position in Plains All American Pipeline in Q1 2020 and has held it in 14 quarters since.
325 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.