Corient Private Wealth
PAA icon

Corient Private Wealth’s Plains All American Pipeline PAA Stock Holding History

Corient Private Wealth’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
2026
Q1 		$4.69M Sell
407,180
-389,753
-49% -$7.93M 0.01% 875
2025
Q4 		$14.3M Buy
796,933
+329,605
+71% +$5.6M 0.01% 654
2025
Q3 		$7.97M Buy
467,328
+6,695
+1% +$120K 0.01% 572
2025
Q2 		$8.44M Buy
460,633
+218,607
+90% +$3.82M 0.01% 561
2025
Q1 		$4.84M Sell
242,026
-185,656
-43% -$3.67M 0.01% 692
2024
Q4 		$3.49M Buy
427,682
+25,263
+6% +$440K 0.01% 808
2024
Q3 		$6.99M Sell
402,419
-4,815
-1% -$86.2K 0.01% 659
2024
Q2 		$7.27M Sell
407,234
-9,188
-2% -$160K 0.01% 603
2024
Q1 		$7.31M Buy
416,422
+37,506
+10% +$605K 0.01% 602
2023
Q4 		$5.74M Buy
378,916
+9,500
+3% +$145K 0.01% 665
2023
Q3 		$5.66M Sell
369,416
-7,988
-2% -$120K 0.01% 613
2023
Q2 		$5.32M Buy
377,404
+27,175
+8% +$359K 0.01% 614
2023
Q1 		$4.37M Buy
350,229
+16,708
+5% +$209K 0.01% 628
2022
Q4 		$3.92M Buy
+333,521
New +$3.95M 0.01% 551

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return