BOK Financial Private Wealth’s Plains All American Pipeline PAA Stock Holding History

BOK Financial Private Wealth’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
2025 Q1	–	Sell	-671	Closed	-$11.5K	–	620
2024 Q4	$11.5K	Hold	671	–	–	﹤0.01%	359
2024 Q3	$11.7K	Buy	671 +12	+2%	+$215	﹤0.01%	379
2024 Q2	$11.8K	Buy	659 +12	+2%	+$210	﹤0.01%	365
2024 Q1	$11.4K	Buy	647 +12	+2%	+$194	﹤0.01%	356
2023 Q4	$9.62K	Buy	+635	New	+$9.7K	﹤0.01%	364

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

TCA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BOK Financial Private Wealth's PAA Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Plains All American Pipeline (PAA) in Q1 2025, closing a stake of 671 shares — an estimated $11.5K sold.

BOK Financial Private Wealth first reported a position in PAA in Q4 2023 and held it in 5 quarters. The position peaked at $11.8K in Q2 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q1 2025.

BOK Financial Private Wealth reported no remaining Plains All American Pipeline position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 671 Plains All American Pipeline shares in Q1 2025, an estimated $11.5K.
BOK Financial Private Wealth first reported a position in Plains All American Pipeline in Q4 2023 and held it in 5 quarters.
BOK Financial Private Wealth's Plains All American Pipeline position peaked at $11.8K in Q2 2024.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.