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GYL Financial Synergies’s Plains All American Pipeline PAA Stock Holding History

GYL Financial Synergies’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
2023
Q2 		– Sell
-36,518
Closed -$455K – 350
2023
Q1 		$455K Buy
+36,518
New +$456K 0.05% 199

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GYL Financial Synergies's PAA Position: Q2 2023 in Review

GYL Financial Synergies sold out of Plains All American Pipeline (PAA) in Q2 2023, closing a stake of 36,518 shares — an estimated $455K sold.

GYL Financial Synergies first reported a position in PAA in Q1 2023 and held it in 1 quarter. The position peaked at $455K in Q1 2023. 325 funds tracked by Wall St. Rank hold PAA as of Q2 2023.

  • GYL Financial Synergies reported no remaining Plains All American Pipeline position as of Q2 2023 after selling out during the quarter.
  • GYL Financial Synergies sold 36,518 Plains All American Pipeline shares in Q2 2023, an estimated $455K.
  • GYL Financial Synergies first reported a position in Plains All American Pipeline in Q1 2023 and held it in 1 quarter.
  • GYL Financial Synergies's Plains All American Pipeline position peaked at $455K in Q1 2023.
  • 325 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2023.

Based on GYL Financial Synergies's 13F filing for Q2 2023, filed 14 Aug 2023.