CPA
PBA icon

Capital Performance Advisors’s Pembina Pipeline PBA Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-150
Closed -$6.19K – 1931
2024
Q3 		$6.19K Buy
+150
New +$5.87K ﹤0.01% 1024

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital Performance Advisors's PBA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Pembina Pipeline (PBA) in Q4 2024, closing a stake of 150 shares — an estimated $6.19K sold.

Capital Performance Advisors first reported a position in PBA in Q3 2024 and held it in 1 quarter. The position peaked at $6.19K in Q3 2024. 396 funds tracked by Wall St. Rank hold PBA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Pembina Pipeline position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 150 Pembina Pipeline shares in Q4 2024, an estimated $6.19K.
  • Capital Performance Advisors first reported a position in Pembina Pipeline in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Pembina Pipeline position peaked at $6.19K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.