Bridgewealth Advisory Group’s Pembina Pipeline PBA Stock Holding History

Bridgewealth Advisory Group’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
2024 Q2	–	Sell	-6,399	Closed	-$226K	–	82
2024 Q1	$226K	Hold	6,399	–	–	0.11%	69
2023 Q4	$220K	Buy	+6,399	New	+$205K	0.17%	70
2023 Q3	–	Sell	-6,399	Closed	-$201K	–	66
2023 Q2	$201K	Hold	6,399	–	–	0.33%	55
2023 Q1	$207K	Hold	6,399	–	–	0.38%	50
2022 Q4	$217K	Buy	+6,399	New	+$215K	0.43%	48

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Bridgewealth Advisory Group's PBA Position: Q2 2024 in Review

Bridgewealth Advisory Group sold out of Pembina Pipeline (PBA) in Q2 2024, closing a stake of 6,399 shares — an estimated $226K sold.

Bridgewealth Advisory Group first reported a position in PBA in Q4 2022 and held it in 5 quarters. The position peaked at $226K in Q1 2024. 383 funds tracked by Wall St. Rank hold PBA as of Q2 2024.

Bridgewealth Advisory Group reported no remaining Pembina Pipeline position as of Q2 2024 after selling out during the quarter.
Bridgewealth Advisory Group sold 6,399 Pembina Pipeline shares in Q2 2024, an estimated $226K.
Bridgewealth Advisory Group first reported a position in Pembina Pipeline in Q4 2022 and held it in 5 quarters.
Bridgewealth Advisory Group's Pembina Pipeline position peaked at $226K in Q1 2024.
383 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2024.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2024, filed 13 Aug 2024.