Janiczek Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Janiczek Wealth Management’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$904	Hold	48	–	–	﹤0.01%	939
2024 Q1	$876	Hold	48	–	–	﹤0.01%	958
2023 Q4	$766	Hold	48	–	–	﹤0.01%	961
2023 Q3	$774	Hold	48	–	–	﹤0.01%	940
2023 Q2	$712	Hold	48	–	–	﹤0.01%	880
2023 Q1	$657	Hold	48	–	–	﹤0.01%	890
2022 Q4	$619	Hold	48	–	–	﹤0.01%	894
2022 Q3	$1K	Hold	48	–	–	﹤0.01%	859
2022 Q2	$1K	Hold	48	–	–	﹤0.01%	894
2022 Q1	$1K	Hold	48	–	–	﹤0.01%	886
2021 Q4	$0	Buy	+48	New	+$517	﹤0.01%	1075

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Janiczek Wealth Management held its Plains GP Holdings (PAGP) position steady in Q2 2024 at 48 shares worth $904. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Janiczek Wealth Management first reported a position in PAGP in Q4 2021 and has held it in 11 quarters since. The position peaked at $1K in Q3 2022. 276 funds tracked by Wall St. Rank hold PAGP as of Q2 2024.

Janiczek Wealth Management held 48 shares of Plains GP Holdings worth $904 as of Q2 2024.
Janiczek Wealth Management left its Plains GP Holdings share count unchanged in Q2 2024.
Plains GP Holdings made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #939 holding.
Janiczek Wealth Management first reported a position in Plains GP Holdings in Q4 2021 and has held it in 11 quarters since.
Janiczek Wealth Management's Plains GP Holdings position peaked at $1K in Q3 2022.
276 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2024.

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