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Altavista Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Altavista Wealth Management’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
2021
Q4 		$251K Hold
26,845
– – 0.05% 174
2021
Q3 		$273K Sell
26,845
-600
-2% -$5.96K 0.06% 160
2021
Q2 		$312K Buy
27,445
+1,200
+5% +$12.3K 0.07% 154
2021
Q1 		$239K Hold
26,245
– – 0.06% 162
2020
Q4 		$216K Buy
+26,245
New +$200K 0.05% 164

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Altavista Wealth Management's PAA Position: Q4 2021 in Review

Altavista Wealth Management held its Plains All American Pipeline (PAA) position steady in Q4 2021 at 26,845 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #174.

Altavista Wealth Management first reported a position in PAA in Q4 2020 and has held it in 5 quarters since. The position peaked at $312K in Q2 2021. 343 funds tracked by Wall St. Rank hold PAA as of Q4 2021.

  • Altavista Wealth Management held 26,845 shares of Plains All American Pipeline worth $251K as of Q4 2021.
  • Altavista Wealth Management left its Plains All American Pipeline share count unchanged in Q4 2021.
  • Plains All American Pipeline made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #174 holding.
  • Altavista Wealth Management first reported a position in Plains All American Pipeline in Q4 2020 and has held it in 5 quarters since.
  • Altavista Wealth Management's Plains All American Pipeline position peaked at $312K in Q2 2021.
  • 343 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.