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FirstPurpose Wealth’s Plains GP Holdings PAGP Stock Holding History

FirstPurpose Wealth’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,250
Closed -$118K – 154
2022
Q1 		$118K Hold
10,250
– – 0.09% 137
2021
Q4 		$104K Buy
+10,250
New +$110K 0.07% 143

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

FirstPurpose Wealth's PAGP Position: Q2 2022 in Review

FirstPurpose Wealth sold out of Plains GP Holdings (PAGP) in Q2 2022, closing a stake of 10,250 shares — an estimated $118K sold.

FirstPurpose Wealth first reported a position in PAGP in Q4 2021 and held it in 2 quarters. The position peaked at $118K in Q1 2022. 251 funds tracked by Wall St. Rank hold PAGP as of Q2 2022.

  • FirstPurpose Wealth reported no remaining Plains GP Holdings position as of Q2 2022 after selling out during the quarter.
  • FirstPurpose Wealth sold 10,250 Plains GP Holdings shares in Q2 2022, an estimated $118K.
  • FirstPurpose Wealth first reported a position in Plains GP Holdings in Q4 2021 and held it in 2 quarters.
  • FirstPurpose Wealth's Plains GP Holdings position peaked at $118K in Q1 2022.
  • 251 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2022.

Based on FirstPurpose Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.