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Briaud Financial Planning’s Plains All American Pipeline PAA Stock Holding History

Briaud Financial Planning’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
-3,830
Closed -$58K – 119
2023
Q3 		$58K Buy
+3,830
New +$57.4K 0.05% 52

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Briaud Financial Planning's PAA Position: Q4 2023 in Review

Briaud Financial Planning sold out of Plains All American Pipeline (PAA) in Q4 2023, closing a stake of 3,830 shares — an estimated $58K sold.

Briaud Financial Planning first reported a position in PAA in Q3 2023 and held it in 1 quarter. The position peaked at $58K in Q3 2023. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2023.

  • Briaud Financial Planning reported no remaining Plains All American Pipeline position as of Q4 2023 after selling out during the quarter.
  • Briaud Financial Planning sold 3,830 Plains All American Pipeline shares in Q4 2023, an estimated $58K.
  • Briaud Financial Planning first reported a position in Plains All American Pipeline in Q3 2023 and held it in 1 quarter.
  • Briaud Financial Planning's Plains All American Pipeline position peaked at $58K in Q3 2023.
  • 349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.