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

Align 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
2022 Q4	$16.4K	Buy	+1,500	New	+$18.7K	0.01%	116

Other funds holding PAGP

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

TCA

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

Align Wealth Management's PAGP Position: Q4 2022 in Review

Align Wealth Management opened a new position in Plains GP Holdings (PAGP) in Q4 2022: 1,500 shares worth $16.4K. The stake represents 0.01% of the portfolio and ranks #116 among its holdings.

263 funds tracked by Wall St. Rank hold PAGP as of Q4 2022.

Align Wealth Management held 1,500 shares of Plains GP Holdings worth $16.4K as of Q4 2022.
Plains GP Holdings was a new Align Wealth Management position in Q4 2022.
Plains GP Holdings made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #116 holding.
263 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.