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Fernwood Investment Management’s Plains All American Pipeline PAA Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-910
Closed -$16K – 544
2024
Q1 		$16K Buy
+910
New +$14.7K ﹤0.01% 482

Other funds holding PAA

AA
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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

Fernwood Investment Management's PAA Position: Q2 2024 in Review

Fernwood Investment Management sold out of Plains All American Pipeline (PAA) in Q2 2024, closing a stake of 910 shares — an estimated $16K sold.

Fernwood Investment Management first reported a position in PAA in Q1 2024 and held it in 1 quarter. The position peaked at $16K in Q1 2024. 357 funds tracked by Wall St. Rank hold PAA as of Q2 2024.

  • Fernwood Investment Management reported no remaining Plains All American Pipeline position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 910 Plains All American Pipeline shares in Q2 2024, an estimated $16K.
  • Fernwood Investment Management first reported a position in Plains All American Pipeline in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Plains All American Pipeline position peaked at $16K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.