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Evermay Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Evermay Wealth Management’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 		$44.7K Hold
2,000
– – 0.01% 329
2025
Q4 		$35.9K Hold
2,000
– – ﹤0.01% 342
2025
Q3 		$34.1K Hold
2,000
– – ﹤0.01% 346
2025
Q2 		$36.6K Hold
2,000
– – ﹤0.01% 342
2025
Q1 		$40K Hold
2,000
– – 0.01% 343
2024
Q4 		$34.2K Hold
2,000
– – 0.01% 348
2024
Q3 		$34.7K Hold
2,000
– – 0.01% 359
2024
Q2 		$35.7K Hold
2,000
– – 0.01% 367
2024
Q1 		$35.1K Buy
+2,000
New +$32.3K 0.01% 380

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