Graves Light Lenhart Wealth’s Plains All American Pipeline PAA Stock Holding History

Graves Light Lenhart Wealth’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
2021 Q3	–	Sell	-371	Closed	-$4K	–	757
2021 Q2	$4K	Buy	371 +6	+2%	+$62	﹤0.01%	654
2021 Q1	$3K	Buy	365 +8	+2%	+$73	﹤0.01%	673
2020 Q4	$3K	Buy	+357	New	+$2.71K	﹤0.01%	655

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Graves Light Lenhart Wealth's PAA Position: Q3 2021 in Review

Graves Light Lenhart Wealth sold out of Plains All American Pipeline (PAA) in Q3 2021, closing a stake of 371 shares — an estimated $4K sold.

Graves Light Lenhart Wealth first reported a position in PAA in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 323 funds tracked by Wall St. Rank hold PAA as of Q3 2021.

Graves Light Lenhart Wealth reported no remaining Plains All American Pipeline position as of Q3 2021 after selling out during the quarter.
Graves Light Lenhart Wealth sold 371 Plains All American Pipeline shares in Q3 2021, an estimated $4K.
Graves Light Lenhart Wealth first reported a position in Plains All American Pipeline in Q4 2020 and held it in 3 quarters.
Graves Light Lenhart Wealth's Plains All American Pipeline position peaked at $4K in Q2 2021.
323 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.