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GYL Financial Synergies’s Plains GP Holdings PAGP Stock Holding History

GYL Financial Synergies’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
2023
Q2 		– Sell
-13,256
Closed -$174K – 351
2023
Q1 		$174K Buy
+13,256
New +$174K 0.02% 278

Other funds holding PAGP

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Tortoise Capital Advisors
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

GYL Financial Synergies sold out of Plains GP Holdings (PAGP) in Q2 2023, closing a stake of 13,256 shares — an estimated $174K sold.

GYL Financial Synergies first reported a position in PAGP in Q1 2023 and held it in 1 quarter. The position peaked at $174K in Q1 2023. 261 funds tracked by Wall St. Rank hold PAGP as of Q2 2023.

  • GYL Financial Synergies reported no remaining Plains GP Holdings position as of Q2 2023 after selling out during the quarter.
  • GYL Financial Synergies sold 13,256 Plains GP Holdings shares in Q2 2023, an estimated $174K.
  • GYL Financial Synergies first reported a position in Plains GP Holdings in Q1 2023 and held it in 1 quarter.
  • GYL Financial Synergies's Plains GP Holdings position peaked at $174K in Q1 2023.
  • 261 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2023.

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