Janiczek Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Janiczek Wealth Management’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 Q2	$371K	Hold	20,800	–	–	0.08%	105
2024 Q1	$365K	Hold	20,800	–	–	0.08%	110
2023 Q4	$315K	Hold	20,800	–	–	0.08%	107
2023 Q3	$319K	Buy	+20,800	New	+$312K	0.08%	96
2019 Q2	–	Sell	-120	Closed	-$3K	–	198
2019 Q1	$3K	Hold	120	–	–	﹤0.01%	136
2018 Q4	$2K	Hold	120	–	–	﹤0.01%	140
2018 Q3	$3K	Sell	120 -57	-32%	-$1.44K	﹤0.01%	116
2018 Q2	$4K	Buy	+177	New	+$4.26K	﹤0.01%	117

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's PAA Position: Q2 2024 in Review

Janiczek Wealth Management held its Plains All American Pipeline (PAA) position steady in Q2 2024 at 20,800 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #105.

Janiczek Wealth Management first reported a position in PAA in Q2 2018 and has held it in 8 quarters since. 357 funds tracked by Wall St. Rank hold PAA as of Q2 2024.

Janiczek Wealth Management held 20,800 shares of Plains All American Pipeline worth $371K as of Q2 2024.
Janiczek Wealth Management left its Plains All American Pipeline share count unchanged in Q2 2024.
Plains All American Pipeline made up 0.08% of Janiczek Wealth Management's portfolio in Q2 2024, its #105 holding.
Janiczek Wealth Management first reported a position in Plains All American Pipeline in Q2 2018 and has held it in 8 quarters since.
357 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.