HC Financial Advisors’s Plains All American Pipeline PAA Stock Holding History

HC Financial Advisors’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
2022 Q2	$1K	Hold	140	–	–	﹤0.01%	326
2022 Q1	$2K	Hold	140	–	–	﹤0.01%	294
2021 Q4	$1K	Hold	140	–	–	﹤0.01%	312
2021 Q3	$1K	Sell	140 -1,000	-88%	-$9.93K	﹤0.01%	316
2021 Q2	$13K	Hold	1,140	–	–	0.01%	225
2021 Q1	$10K	Hold	1,140	–	–	0.01%	257
2020 Q4	$9K	Hold	1,140	–	–	0.01%	273
2020 Q3	$7K	Hold	1,140	–	–	0.01%	290
2020 Q2	$10K	Hold	1,140	–	–	0.01%	238
2020 Q1	$6K	Buy	+1,140	New	+$15.6K	0.01%	279

Other funds holding PAA

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

HC Financial Advisors's PAA Position: Q2 2022 in Review

HC Financial Advisors held its Plains All American Pipeline (PAA) position steady in Q2 2022 at 140 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

HC Financial Advisors first reported a position in PAA in Q1 2020 and has held it in 10 quarters since. The position peaked at $13K in Q2 2021. 332 funds tracked by Wall St. Rank hold PAA as of Q2 2022.

HC Financial Advisors held 140 shares of Plains All American Pipeline worth $1K as of Q2 2022.
HC Financial Advisors left its Plains All American Pipeline share count unchanged in Q2 2022.
Plains All American Pipeline made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #326 holding.
HC Financial Advisors first reported a position in Plains All American Pipeline in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Plains All American Pipeline position peaked at $13K in Q2 2021.
332 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.