Legend Financial Advisors’s Pembina Pipeline PBA Stock Holding History

Legend Financial Advisors’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-150	Closed	-$5.3K	–	293
2024 Q1	$5.3K	Hold	150	–	–	﹤0.01%	155
2023 Q4	$5.16K	Hold	150	–	–	﹤0.01%	150
2023 Q3	$4.51K	Hold	150	–	–	﹤0.01%	162
2023 Q2	$4.72K	Hold	150	–	–	﹤0.01%	178
2023 Q1	$4.86K	Hold	150	–	–	﹤0.01%	186
2022 Q4	$5.09K	Hold	150	–	–	﹤0.01%	200
2022 Q3	$4.56K	Buy	+150	New	+$5.35K	﹤0.01%	185

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Legend Financial Advisors's PBA Position: Q2 2024 in Review

Legend Financial Advisors sold out of Pembina Pipeline (PBA) in Q2 2024, closing a stake of 150 shares — an estimated $5.3K sold.

Legend Financial Advisors first reported a position in PBA in Q3 2022 and held it in 7 quarters. The position peaked at $5.3K in Q1 2024. 383 funds tracked by Wall St. Rank hold PBA as of Q2 2024.

Legend Financial Advisors reported no remaining Pembina Pipeline position as of Q2 2024 after selling out during the quarter.
Legend Financial Advisors sold 150 Pembina Pipeline shares in Q2 2024, an estimated $5.3K.
Legend Financial Advisors first reported a position in Pembina Pipeline in Q3 2022 and held it in 7 quarters.
Legend Financial Advisors's Pembina Pipeline position peaked at $5.3K in Q1 2024.
383 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2024.

Based on Legend Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.