Clearstead Trust’s Plains All American Pipeline PAA Stock Holding History

Clearstead Trust’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
2025 Q1	–	Sell	-1,000	Closed	-$17.1K	–	880
2024 Q4	$17.1K	Hold	1,000	–	–	﹤0.01%	329
2024 Q3	$17.4K	Hold	1,000	–	–	﹤0.01%	318
2024 Q2	$17.9K	Hold	1,000	–	–	﹤0.01%	322
2024 Q1	$17.6K	Hold	1,000	–	–	﹤0.01%	320
2023 Q4	$15.2K	Hold	1,000	–	–	﹤0.01%	313
2023 Q3	$15.3K	Hold	1,000	–	–	0.01%	300
2023 Q2	$14.1K	Hold	1,000	–	–	﹤0.01%	294
2023 Q1	$12.5K	Hold	1,000	–	–	﹤0.01%	287
2022 Q4	$12K	Hold	1,000	–	–	﹤0.01%	303
2022 Q3	$11K	Buy	+1,000	New	+$11.2K	﹤0.01%	285

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Clearstead Trust's PAA Position: Q1 2025 in Review

Clearstead Trust sold out of Plains All American Pipeline (PAA) in Q1 2025, closing a stake of 1,000 shares — an estimated $17.1K sold.

Clearstead Trust first reported a position in PAA in Q3 2022 and held it in 10 quarters. The position peaked at $17.9K in Q2 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q1 2025.

Clearstead Trust reported no remaining Plains All American Pipeline position as of Q1 2025 after selling out during the quarter.
Clearstead Trust sold 1,000 Plains All American Pipeline shares in Q1 2025, an estimated $17.1K.
Clearstead Trust first reported a position in Plains All American Pipeline in Q3 2022 and held it in 10 quarters.
Clearstead Trust's Plains All American Pipeline position peaked at $17.9K in Q2 2024.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2025.

Based on Clearstead Trust's 13F filing for Q1 2025, filed 9 May 2025.