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Atlas Private Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-79
Closed -$1K – 298
2021
Q1 		$1K Buy
+79
New +$737 ﹤0.01% 383

Other funds holding PAGP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Atlas Private Wealth Management's PAGP Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Plains GP Holdings (PAGP) in Q2 2021, closing a stake of 79 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in PAGP in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 221 funds tracked by Wall St. Rank hold PAGP as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Plains GP Holdings position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 79 Plains GP Holdings shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in Plains GP Holdings in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Management's Plains GP Holdings position peaked at $1K in Q1 2021.
  • 221 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.