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Atria Wealth Solutions’s Plains GP Holdings PAGP Stock Holding History

Atria Wealth Solutions’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
2023
Q1 		– Sell
-21,537
Closed -$268K – 1932
2022
Q4 		$268K Sell
21,537
-193
-0.9% -$2.4K ﹤0.01% 1427
2022
Q3 		$237K Buy
21,730
+5
+0% +$57 ﹤0.01% 1453
2022
Q2 		$224K Buy
+21,725
New +$250K ﹤0.01% 1388

Other funds holding PAGP

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
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
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Atria Wealth Solutions's PAGP Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Plains GP Holdings (PAGP) in Q1 2023, closing a stake of 21,537 shares — an estimated $268K sold.

Atria Wealth Solutions first reported a position in PAGP in Q2 2022 and held it in 3 quarters. The position peaked at $268K in Q4 2022. 255 funds tracked by Wall St. Rank hold PAGP as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Plains GP Holdings position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 21,537 Plains GP Holdings shares in Q1 2023, an estimated $268K.
  • Atria Wealth Solutions first reported a position in Plains GP Holdings in Q2 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Plains GP Holdings position peaked at $268K in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.