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Baker Avenue Asset Management’s Plains All American Pipeline PAA Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-1,990
Closed -$30.5K – 1156
2023
Q3 		$30.5K Hold
1,990
– – ﹤0.01% 588
2023
Q2 		$28.1K Buy
+1,990
New +$26.3K ﹤0.01% 599

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TCA
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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baker Avenue Asset Management's PAA Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Plains All American Pipeline (PAA) in Q4 2023, closing a stake of 1,990 shares — an estimated $30.5K sold.

Baker Avenue Asset Management first reported a position in PAA in Q2 2023 and held it in 2 quarters. The position peaked at $30.5K in Q3 2023. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Plains All American Pipeline position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 1,990 Plains All American Pipeline shares in Q4 2023, an estimated $30.5K.
  • Baker Avenue Asset Management first reported a position in Plains All American Pipeline in Q2 2023 and held it in 2 quarters.
  • Baker Avenue Asset Management's Plains All American Pipeline position peaked at $30.5K in Q3 2023.
  • 349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.