IWA
PBA icon

Icon Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

Icon Wealth Advisors’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,720
Closed -$137K – 520
2024
Q4 		$137K Buy
3,720
+36
+1% +$1.47K 0.01% 448
2024
Q3 		$152K Sell
3,684
-1,069
-22% -$41.8K 0.01% 406
2024
Q2 		$184K Sell
4,753
-1,269
-21% -$45.9K 0.02% 346
2024
Q1 		$213K Hold
6,022
– – 0.02% 328
2023
Q4 		$207K Buy
+6,022
New +$193K 0.02% 318

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Icon Wealth Advisors's PBA Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Pembina Pipeline (PBA) in Q1 2025, closing a stake of 3,720 shares — an estimated $137K sold.

Icon Wealth Advisors first reported a position in PBA in Q4 2023 and held it in 5 quarters. The position peaked at $213K in Q1 2024. 419 funds tracked by Wall St. Rank hold PBA as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Pembina Pipeline position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,720 Pembina Pipeline shares in Q1 2025, an estimated $137K.
  • Icon Wealth Advisors first reported a position in Pembina Pipeline in Q4 2023 and held it in 5 quarters.
  • Icon Wealth Advisors's Pembina Pipeline position peaked at $213K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.