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

Future Financial 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
2024 Q4	–	Sell	-1,600	Closed	-$27.8K	–	461
2024 Q3	$27.8K	Buy	+1,600	New	+$28.6K	0.02%	307
2024 Q2	–	Sell	-1,600	Closed	-$28.1K	–	344
2024 Q1	$28.1K	Buy	+1,600	New	+$25.8K	0.02%	317
2022 Q2	–	Sell	-1,600	Closed	-$17K	–	365
2022 Q1	$17K	Hold	1,600	–	–	0.01%	383
2021 Q4	$16K	Buy	+1,600	New	+$16.1K	0.01%	388

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Future Financial Wealth Management's PAA Position: Q4 2024 in Review

Future Financial Wealth Management sold out of Plains All American Pipeline (PAA) in Q4 2024, closing a stake of 1,600 shares — an estimated $27.8K sold.

Future Financial Wealth Management first reported a position in PAA in Q4 2021 and held it in 4 quarters. The position peaked at $28.1K in Q1 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2024.

Future Financial Wealth Management reported no remaining Plains All American Pipeline position as of Q4 2024 after selling out during the quarter.
Future Financial Wealth Management sold 1,600 Plains All American Pipeline shares in Q4 2024, an estimated $27.8K.
Future Financial Wealth Management first reported a position in Plains All American Pipeline in Q4 2021 and held it in 4 quarters.
Future Financial Wealth Management's Plains All American Pipeline position peaked at $28.1K in Q1 2024.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.