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Atria Investments’s Plains All American Pipeline PAA Stock Holding History

Atria Investments’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
2024
Q4 		– Sell
-14,594
Closed -$253K – 1949
2024
Q3 		$253K Sell
14,594
-1,326
-8% -$23.7K ﹤0.01% 1704
2024
Q2 		$284K Buy
+15,920
New +$278K ﹤0.01% 1622

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Atria Investments's PAA Position: Q4 2024 in Review

Atria Investments sold out of Plains All American Pipeline (PAA) in Q4 2024, closing a stake of 14,594 shares — an estimated $253K sold.

Atria Investments first reported a position in PAA in Q2 2024 and held it in 2 quarters. The position peaked at $284K in Q2 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2024.

  • Atria Investments reported no remaining Plains All American Pipeline position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 14,594 Plains All American Pipeline shares in Q4 2024, an estimated $253K.
  • Atria Investments first reported a position in Plains All American Pipeline in Q2 2024 and held it in 2 quarters.
  • Atria Investments's Plains All American Pipeline position peaked at $284K in Q2 2024.
  • 381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.