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Crewe Advisors’s Plains All American Pipeline PAA Stock Holding History

Crewe Advisors’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
Q2 		– Sell
-1,239
Closed -$21.8K – 1014
2024
Q1 		$21.8K Buy
+1,239
New +$20K ﹤0.01% 480

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crewe Advisors's PAA Position: Q2 2024 in Review

Crewe Advisors sold out of Plains All American Pipeline (PAA) in Q2 2024, closing a stake of 1,239 shares — an estimated $21.8K sold.

Crewe Advisors first reported a position in PAA in Q1 2024 and held it in 1 quarter. The position peaked at $21.8K in Q1 2024. 357 funds tracked by Wall St. Rank hold PAA as of Q2 2024.

  • Crewe Advisors reported no remaining Plains All American Pipeline position as of Q2 2024 after selling out during the quarter.
  • Crewe Advisors sold 1,239 Plains All American Pipeline shares in Q2 2024, an estimated $21.8K.
  • Crewe Advisors first reported a position in Plains All American Pipeline in Q1 2024 and held it in 1 quarter.
  • Crewe Advisors's Plains All American Pipeline position peaked at $21.8K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.