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Concord Wealth Partners’s Pembina Pipeline PBA Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-13
Closed -$482 – 1003
2024
Q2 		$482 Buy
+13
New +$470 ﹤0.01% 762

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Canada Pension Plan Investment Board
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Concord Wealth Partners's PBA Position: Q3 2024 in Review

Concord Wealth Partners sold out of Pembina Pipeline (PBA) in Q3 2024, closing a stake of 13 shares — an estimated $482 sold.

Concord Wealth Partners first reported a position in PBA in Q2 2024 and held it in 1 quarter. The position peaked at $482 in Q2 2024. 392 funds tracked by Wall St. Rank hold PBA as of Q3 2024.

  • Concord Wealth Partners reported no remaining Pembina Pipeline position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 13 Pembina Pipeline shares in Q3 2024, an estimated $482.
  • Concord Wealth Partners first reported a position in Pembina Pipeline in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's Pembina Pipeline position peaked at $482 in Q2 2024.
  • 392 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.