IFAM
PBA icon

Institutional & Family Asset Management’s Pembina Pipeline PBA Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$47.4K Hold
1,278
– – 0.01% 246
2024
Q1 		$45.1K Buy
1,278
+18
+1% +$621 0.01% 244
2023
Q4 		$43.4K Buy
1,260
+18
+1% +$577 0.01% 246
2023
Q3 		$37.3K Buy
1,242
+21
+2% +$647 0.01% 240
2023
Q2 		$38.4K Buy
1,221
+19
+2% +$607 0.01% 246
2023
Q1 		$38.9K Buy
1,202
+17
+1% +$574 0.01% 238
2022
Q4 		$40.2K Buy
1,185
+23
+2% +$771 0.01% 239
2022
Q3 		$35K Buy
1,162
+15
+1% +$535 0.01% 250
2022
Q2 		$41K Buy
1,147
+15
+1% +$578 0.01% 239
2022
Q1 		$43K Buy
1,132
+16
+1% +$540 0.01% 268
2021
Q4 		$34K Buy
1,116
+17
+2% +$542 0.01% 308
2021
Q3 		$35K Buy
1,099
+17
+2% +$536 0.01% 381
2021
Q2 		$34K Buy
1,082
+18
+2% +$565 0.01% 401
2021
Q1 		$31K Buy
1,064
+18
+2% +$500 0.01% 434
2020
Q4 		$25K Buy
1,046
+413
+65% +$9.71K 0.01% 410
2020
Q3 		$13K Buy
633
+12
+2% +$295 ﹤0.01% 455
2020
Q2 		$16K Buy
621
+12
+2% +$278 ﹤0.01% 425
2020
Q1 		$11K Buy
609
+10
+2% +$329 ﹤0.01% 445
2019
Q4 		$22K Buy
599
+7
+1% +$250 ﹤0.01% 423
2019
Q3 		$22K Buy
592
+7
+1% +$260 ﹤0.01% 392
2019
Q2 		$22K Buy
585
+7
+1% +$255 ﹤0.01% 414
2019
Q1 		$21K Sell
578
-869
-60% -$30.8K ﹤0.01% 427
2018
Q4 		$43K Buy
1,447
+7
+0.5% +$232 0.01% 338
2018
Q3 		$49K Sell
1,440
-23
-2% -$799 0.01% 353
2018
Q2 		$51K Sell
1,463
-61
-4% -$2.04K 0.01% 347
2018
Q1 		$48K Buy
+1,524
New +$50.5K 0.01% 330

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Institutional & Family Asset Management's PBA Position: Q2 2024 in Review

Institutional & Family Asset Management held its Pembina Pipeline (PBA) position steady in Q2 2024 at 1,278 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #246.

Institutional & Family Asset Management first reported a position in PBA in Q1 2018 and has held it in 26 quarters since. The position peaked at $51K in Q2 2018. 383 funds tracked by Wall St. Rank hold PBA as of Q2 2024.

  • Institutional & Family Asset Management held 1,278 shares of Pembina Pipeline worth $47.4K as of Q2 2024.
  • Institutional & Family Asset Management left its Pembina Pipeline share count unchanged in Q2 2024.
  • Pembina Pipeline made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #246 holding.
  • Institutional & Family Asset Management first reported a position in Pembina Pipeline in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Pembina Pipeline position peaked at $51K in Q2 2018.
  • 383 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.