Congress Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Congress Wealth Management’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
2024 Q3	–	Sell	-11,691	Closed	-$209K	–	864
2024 Q2	$209K	Buy	11,691 +183	+2%	+$3.19K	﹤0.01%	703
2024 Q1	$202K	Buy	11,508 +197	+2%	+$3.18K	﹤0.01%	572
2023 Q4	$171K	Sell	11,311 -8,529	-43%	-$130K	﹤0.01%	601
2023 Q3	$304K	Buy	+19,840	New	+$297K	0.01%	521

Other funds holding PAA

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

Blackstone Inc New York $25.6B AUM 26.83% 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

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

KACA

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

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

Congress Wealth Management's PAA Position: Q3 2024 in Review

Congress Wealth Management sold out of Plains All American Pipeline (PAA) in Q3 2024, closing a stake of 11,691 shares — an estimated $209K sold.

Congress Wealth Management first reported a position in PAA in Q3 2023 and held it in 4 quarters. The position peaked at $304K in Q3 2023. 370 funds tracked by Wall St. Rank hold PAA as of Q3 2024.

Congress Wealth Management reported no remaining Plains All American Pipeline position as of Q3 2024 after selling out during the quarter.
Congress Wealth Management sold 11,691 Plains All American Pipeline shares in Q3 2024, an estimated $209K.
Congress Wealth Management first reported a position in Plains All American Pipeline in Q3 2023 and held it in 4 quarters.
Congress Wealth Management's Plains All American Pipeline position peaked at $304K in Q3 2023.
370 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.