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Investmark Advisory Group’s Plains All American Pipeline PAA Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-3,650
Closed -$34K – 288
2021
Q4 		$34K Buy
+3,650
New +$36.7K 0.03% 176

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Investmark Advisory Group's PAA Position: Q1 2022 in Review

Investmark Advisory Group sold out of Plains All American Pipeline (PAA) in Q1 2022, closing a stake of 3,650 shares — an estimated $34K sold.

Investmark Advisory Group first reported a position in PAA in Q4 2021 and held it in 1 quarter. The position peaked at $34K in Q4 2021. 336 funds tracked by Wall St. Rank hold PAA as of Q1 2022.

  • Investmark Advisory Group reported no remaining Plains All American Pipeline position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 3,650 Plains All American Pipeline shares in Q1 2022, an estimated $34K.
  • Investmark Advisory Group first reported a position in Plains All American Pipeline in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Plains All American Pipeline position peaked at $34K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.