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Clearstead Advisors’s Plains GP Holdings PAGP Stock Holding History

Clearstead Advisors’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-660
Closed -$8.21K – 1413
2022
Q4 		$8.21K Hold
660
– – ﹤0.01% 931
2022
Q3 		$7K Buy
+660
New +$7.56K ﹤0.01% 937
2020
Q4 		– Sell
-3,200
Closed -$19K – 1011
2020
Q3 		$19K Buy
+3,200
New +$24.5K ﹤0.01% 594

Other funds holding PAGP

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Clearstead Advisors's PAGP Position: Q1 2023 in Review

Clearstead Advisors sold out of Plains GP Holdings (PAGP) in Q1 2023, closing a stake of 660 shares — an estimated $8.21K sold.

Clearstead Advisors first reported a position in PAGP in Q3 2020 and held it in 3 quarters. The position peaked at $19K in Q3 2020. 255 funds tracked by Wall St. Rank hold PAGP as of Q1 2023.

  • Clearstead Advisors reported no remaining Plains GP Holdings position as of Q1 2023 after selling out during the quarter.
  • Clearstead Advisors sold 660 Plains GP Holdings shares in Q1 2023, an estimated $8.21K.
  • Clearstead Advisors first reported a position in Plains GP Holdings in Q3 2020 and held it in 3 quarters.
  • Clearstead Advisors's Plains GP Holdings position peaked at $19K in Q3 2020.
  • 255 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.