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	–	1933
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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return