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

Axxcess 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
2024 Q2	–	Sell	-22,000	Closed	-$386K	–	914
2024 Q1	$386K	Sell	22,000 -12,910	-37%	-$208K	0.01%	601
2023 Q4	$529K	Buy	34,910 +1,195	+4%	+$18.3K	0.02%	500
2023 Q3	$517K	Buy	+33,715	New	+$505K	0.02%	461
2023 Q2	–	Sell	-23,228	Closed	-$290K	–	661
2023 Q1	$290K	Buy	23,228 +7,844	+51%	+$97.9K	0.02%	493
2022 Q4	$181K	Buy	+15,384	New	+$182K	0.01%	570

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axxcess Wealth Management's PAA Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Plains All American Pipeline (PAA) in Q2 2024, closing a stake of 22,000 shares — an estimated $386K sold.

Axxcess Wealth Management first reported a position in PAA in Q4 2022 and held it in 5 quarters. The position peaked at $529K in Q4 2023. 357 funds tracked by Wall St. Rank hold PAA as of Q2 2024.

Axxcess Wealth Management reported no remaining Plains All American Pipeline position as of Q2 2024 after selling out during the quarter.
Axxcess Wealth Management sold 22,000 Plains All American Pipeline shares in Q2 2024, an estimated $386K.
Axxcess Wealth Management first reported a position in Plains All American Pipeline in Q4 2022 and held it in 5 quarters.
Axxcess Wealth Management's Plains All American Pipeline position peaked at $529K in Q4 2023.
357 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.