Coppell Advisory Solutions’s Pembina Pipeline PBA Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-1,352	Closed	-$49.7K	–	1406
2024 Q4	$49.7K	Hold	1,352	–	–	0.01%	587
2024 Q3	$55.7K	Hold	1,352	–	–	0.01%	520
2024 Q2	$50.1K	Buy	+1,352	New	+$48.9K	0.01%	498
2023 Q4	$46.5K	Buy	1,352 +40	+3%	+$1.28K	0.01%	511
2023 Q3	$44.6K	Sell	1,312 -22	-2%	-$678	0.02%	350
2023 Q2	$41.4K	Buy	+1,334	New	+$42.6K	0.01%	441
2023 Q1	–	Sell	-1,312	Closed	-$44.6K	–	800
2022 Q4	$44.6K	Buy	+1,312	New	+$44K	0.02%	352

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Coppell Advisory Solutions's PBA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Pembina Pipeline (PBA) in Q1 2025, closing a stake of 1,352 shares — an estimated $49.7K sold.

Coppell Advisory Solutions first reported a position in PBA in Q4 2022 and held it in 7 quarters. The position peaked at $55.7K in Q3 2024. 419 funds tracked by Wall St. Rank hold PBA as of Q1 2025.

Coppell Advisory Solutions reported no remaining Pembina Pipeline position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,352 Pembina Pipeline shares in Q1 2025, an estimated $49.7K.
Coppell Advisory Solutions first reported a position in Pembina Pipeline in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Pembina Pipeline position peaked at $55.7K in Q3 2024.
419 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.