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B. Riley Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History

B. Riley Wealth Advisors’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
2024
Q3 		– Sell
-53,390
Closed -$1M – 1388
2024
Q2 		$1M Sell
53,390
-7,361
-12% -$135K 0.03% 539
2024
Q1 		$979K Sell
60,751
-2,677
-4% -$45.2K 0.03% 531
2023
Q4 		$1.01M Buy
63,428
+2,677
+4% +$42.3K 0.03% 523
2023
Q3 		$979K Sell
60,751
-7,839
-11% -$123K 0.03% 531
2023
Q2 		$1.02M Buy
68,590
+9,719
+17% +$134K 0.02% 561
2023
Q1 		$772K Buy
58,871
+10,546
+22% +$138K 0.02% 633
2022
Q4 		$601K Buy
48,325
+9,495
+24% +$118K 0.02% 716
2022
Q3 		$424K Buy
+38,830
New +$445K 0.01% 829

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

B. Riley Wealth Advisors's PAGP Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Plains GP Holdings (PAGP) in Q3 2024, closing a stake of 53,390 shares — an estimated $1M sold.

B. Riley Wealth Advisors first reported a position in PAGP in Q3 2022 and held it in 8 quarters. The position peaked at $1.02M in Q2 2023. 285 funds tracked by Wall St. Rank hold PAGP as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Plains GP Holdings position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 53,390 Plains GP Holdings shares in Q3 2024, an estimated $1M.
  • B. Riley Wealth Advisors first reported a position in Plains GP Holdings in Q3 2022 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Plains GP Holdings position peaked at $1.02M in Q2 2023.
  • 285 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.