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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

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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.