Beaird Harris Wealth Management’s Pembina Pipeline PBA Stock Holding History

Beaird Harris Wealth Management’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,552	Closed	-$108K	–	689
2021 Q4	$108K	Buy	+3,552	New	+$113K	0.04%	157

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Beaird Harris Wealth Management's PBA Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Pembina Pipeline (PBA) in Q1 2022, closing a stake of 3,552 shares — an estimated $108K sold.

Beaird Harris Wealth Management first reported a position in PBA in Q4 2021 and held it in 1 quarter. The position peaked at $108K in Q4 2021. 367 funds tracked by Wall St. Rank hold PBA as of Q1 2022.

Beaird Harris Wealth Management reported no remaining Pembina Pipeline position as of Q1 2022 after selling out during the quarter.
Beaird Harris Wealth Management sold 3,552 Pembina Pipeline shares in Q1 2022, an estimated $108K.
Beaird Harris Wealth Management first reported a position in Pembina Pipeline in Q4 2021 and held it in 1 quarter.
Beaird Harris Wealth Management's Pembina Pipeline position peaked at $108K in Q4 2021.
367 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.