Disciplined Investments’s Plains All American Pipeline PAA Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-600	Closed	-$8.46K	–	1124
2023 Q2	$8.46K	Hold	600	–	–	﹤0.01%	343
2023 Q1	$7.48K	Hold	600	–	–	﹤0.01%	378
2022 Q4	$7.06K	Hold	600	–	–	﹤0.01%	356
2022 Q3	$6K	Hold	600	–	–	﹤0.01%	413
2022 Q2	$6K	Hold	600	–	–	﹤0.01%	430
2022 Q1	$6K	Hold	600	–	–	﹤0.01%	440
2021 Q4	$6K	Hold	600	–	–	﹤0.01%	387
2021 Q3	$6K	Hold	600	–	–	﹤0.01%	334
2021 Q2	$7K	Buy	+600	New	+$6.16K	﹤0.01%	319

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Disciplined Investments's PAA Position: Q3 2023 in Review

Disciplined Investments sold out of Plains All American Pipeline (PAA) in Q3 2023, closing a stake of 600 shares — an estimated $8.46K sold.

Disciplined Investments first reported a position in PAA in Q2 2021 and held it in 9 quarters. The position peaked at $8.46K in Q2 2023. 337 funds tracked by Wall St. Rank hold PAA as of Q3 2023.

Disciplined Investments reported no remaining Plains All American Pipeline position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 600 Plains All American Pipeline shares in Q3 2023, an estimated $8.46K.
Disciplined Investments first reported a position in Plains All American Pipeline in Q2 2021 and held it in 9 quarters.
Disciplined Investments's Plains All American Pipeline position peaked at $8.46K in Q2 2023.
337 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.