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Lee, Danner & Bass’s Plains All American Pipeline PAA Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-200
Closed -$3.42K – 568
2024
Q4 		$3.42K Buy
+200
New +$3.48K ﹤0.01% 632

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Lee, Danner & Bass's PAA Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Plains All American Pipeline (PAA) in Q1 2025, closing a stake of 200 shares — an estimated $3.42K sold.

Lee, Danner & Bass first reported a position in PAA in Q4 2024 and held it in 1 quarter. The position peaked at $3.42K in Q4 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Plains All American Pipeline position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 200 Plains All American Pipeline shares in Q1 2025, an estimated $3.42K.
  • Lee, Danner & Bass first reported a position in Plains All American Pipeline in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Plains All American Pipeline position peaked at $3.42K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.