Ethos Financial Group’s Plains All American Pipeline PAA Stock Holding History

Ethos Financial Group’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	-10,753	Closed	-$134K	–	193
2023 Q2	$134K	Hold	10,753	–	–	0.05%	144
2023 Q1	$134K	Hold	10,753	–	–	0.04%	180
2022 Q4	$126K	Buy	+10,753	New	+$127K	0.04%	140

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

KACA

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ethos Financial Group's PAA Position: Q3 2023 in Review

Ethos Financial Group sold out of Plains All American Pipeline (PAA) in Q3 2023, closing a stake of 10,753 shares — an estimated $134K sold.

Ethos Financial Group first reported a position in PAA in Q4 2022 and held it in 3 quarters. The position peaked at $134K in Q2 2023. 338 funds tracked by Wall St. Rank hold PAA as of Q3 2023.

Ethos Financial Group reported no remaining Plains All American Pipeline position as of Q3 2023 after selling out during the quarter.
Ethos Financial Group sold 10,753 Plains All American Pipeline shares in Q3 2023, an estimated $134K.
Ethos Financial Group first reported a position in Plains All American Pipeline in Q4 2022 and held it in 3 quarters.
Ethos Financial Group's Plains All American Pipeline position peaked at $134K in Q2 2023.
338 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2023.

Based on Ethos Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.