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Buckingham Strategic Wealth’s Plains All American Pipeline PAA Stock Holding History

Buckingham Strategic 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
2024
Q2 		$691K Buy
38,695
+8,000
+26% +$140K 0.01% 401
2024
Q1 		$539K Buy
30,695
+14,477
+89% +$234K 0.01% 443
2023
Q4 		$246K Hold
16,218
– – ﹤0.01% 627
2023
Q3 		$248K Hold
16,218
– – ﹤0.01% 573
2023
Q2 		$229K Sell
16,218
-4,094
-20% -$54.1K ﹤0.01% 596
2023
Q1 		$239K Hold
20,312
– – ﹤0.01% 525
2022
Q4 		$239K Buy
20,312
+347
+2% +$4.11K ﹤0.01% 527
2022
Q3 		$210K Buy
19,965
+176
+0.9% +$1.97K ﹤0.01% 543
2022
Q2 		$194K Sell
19,789
-1,757
-8% -$19.1K ﹤0.01% 562
2022
Q1 		$232K Sell
21,546
-2,894
-12% -$31K ﹤0.01% 532
2021
Q4 		$228K Sell
24,440
-5,984
-20% -$60.1K ﹤0.01% 539
2021
Q3 		$309K Sell
30,424
-14,613
-32% -$145K 0.01% 463
2021
Q2 		$512K Buy
+45,037
New +$463K 0.01% 351
2017
Q1 		– Sell
-8,903
Closed -$287K – 267
2016
Q4 		$287K Buy
8,903
+404
+5% +$12.8K 0.09% 173
2016
Q3 		$267K Sell
8,499
-348
-4% -$9.95K 0.09% 171
2016
Q2 		$243K Buy
+8,847
New +$214K 0.08% 188
2015
Q4 		– Sell
-7,456
Closed -$227K – 222
2015
Q3 		$227K Buy
7,456
+120
+2% +$4.39K 0.08% 177
2015
Q2 		$320K Sell
7,336
-183
-2% -$8.78K 0.1% 147
2015
Q1 		$367K Buy
7,519
+157
+2% +$7.79K 0.14% 123
2014
Q4 		$378K Buy
7,362
+75
+1% +$3.98K 0.15% 115
2014
Q3 		$429K Buy
7,287
+67
+0.9% +$3.93K 0.18% 90
2014
Q2 		$434K Buy
7,220
+937
+15% +$53.3K 0.19% 89
2014
Q1 		$346K Hold
6,283
– – 0.16% 93
2013
Q4 		$325K Hold
6,283
– – 0.15% 97
2013
Q3 		$331K Sell
6,283
-240
-4% -$12.8K 0.18% 86
2013
Q2 		$364K Buy
+6,523
New +$369K 0.21% 78

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Buckingham Strategic Wealth's PAA Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Plains All American Pipeline (PAA) stake by 26% in Q2 2024, buying an estimated $140K and bringing the position to 38,695 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #401.

Buckingham Strategic Wealth first reported a position in PAA in Q2 2013 and has held it in 26 quarters since. 357 funds tracked by Wall St. Rank hold PAA as of Q2 2024.

  • Buckingham Strategic Wealth held 38,695 shares of Plains All American Pipeline worth $691K as of Q2 2024.
  • Buckingham Strategic Wealth bought 8,000 Plains All American Pipeline shares in Q2 2024, an estimated $140K.
  • Plains All American Pipeline made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #401 holding.
  • Buckingham Strategic Wealth first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 26 quarters since.
  • 357 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.