Intrua Financial’s Plains All American Pipeline PAA Stock Holding History

Intrua Financial’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
2024 Q4	–	Sell	-147,998	Closed	-$2.57M	–	384
2024 Q3	$2.57M	Buy	147,998 +875	+0.6%	+$15.7K	0.38%	50
2024 Q2	$2.63M	Hold	147,123	–	–	0.39%	47
2024 Q1	$2.58M	Hold	147,123	–	–	0.37%	55
2023 Q4	$2.23M	Hold	147,123	–	–	0.33%	68
2023 Q3	$2.25M	Hold	147,123	–	–	0.38%	65
2023 Q2	$2.07M	Buy	+147,123	New	+$1.94M	0.35%	67
2021 Q1	–	Sell	-10,360	Closed	-$85K	–	300
2020 Q4	$85K	Hold	10,360	–	–	0.04%	204
2020 Q3	$79K	Sell	10,360 -8,721	-46%	-$65K	0.04%	196
2020 Q2	$152K	Buy	+19,081	New	+$162K	0.06%	234

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Intrua Financial's PAA Position: Q4 2024 in Review

Intrua Financial sold out of Plains All American Pipeline (PAA) in Q4 2024, closing a stake of 147,998 shares — an estimated $2.57M sold.

Intrua Financial first reported a position in PAA in Q2 2020 and held it in 9 quarters. The position peaked at $2.63M in Q2 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2024.

Intrua Financial reported no remaining Plains All American Pipeline position as of Q4 2024 after selling out during the quarter.
Intrua Financial sold 147,998 Plains All American Pipeline shares in Q4 2024, an estimated $2.57M.
Intrua Financial first reported a position in Plains All American Pipeline in Q2 2020 and held it in 9 quarters.
Intrua Financial's Plains All American Pipeline position peaked at $2.63M in Q2 2024.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2024.

Based on Intrua Financial's 13F filing for Q4 2024, filed 28 May 2025.