Cary Street Partners Investment Advisory’s Plains All American Pipeline PAA Stock Holding History

Cary Street Partners Investment Advisory’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	-2,000	Closed	-$30.6K	–	1449
2023 Q3	$30.6K	Sell	2,000 -75	-4%	-$1.12K	﹤0.01%	991
2023 Q2	$29.3K	Hold	2,075	–	–	﹤0.01%	947
2023 Q1	$25.9K	Hold	2,075	–	–	﹤0.01%	905
2022 Q4	$24.4K	Buy	+2,075	New	+$24.6K	﹤0.01%	922

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cary Street Partners Investment Advisory's PAA Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Plains All American Pipeline (PAA) in Q4 2023, closing a stake of 2,000 shares — an estimated $30.6K sold.

Cary Street Partners Investment Advisory first reported a position in PAA in Q4 2022 and held it in 4 quarters. The position peaked at $30.6K in Q3 2023. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Plains All American Pipeline position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2,000 Plains All American Pipeline shares in Q4 2023, an estimated $30.6K.
Cary Street Partners Investment Advisory first reported a position in Plains All American Pipeline in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Plains All American Pipeline position peaked at $30.6K in Q3 2023.
349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.