Level Financial Advisors’s Pembina Pipeline PBA Stock Holding History

Level 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
2022 Q1	–	Sell	-100	Closed	-$3K	–	266
2021 Q4	$3K	Buy	+100	New	+$3.19K	﹤0.01%	230

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Level Financial Advisors's PBA Position: Q1 2022 in Review

Level Financial Advisors sold out of Pembina Pipeline (PBA) in Q1 2022, closing a stake of 100 shares — an estimated $3K sold.

Level Financial Advisors first reported a position in PBA in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 367 funds tracked by Wall St. Rank hold PBA as of Q1 2022.

Level Financial Advisors reported no remaining Pembina Pipeline position as of Q1 2022 after selling out during the quarter.
Level Financial Advisors sold 100 Pembina Pipeline shares in Q1 2022, an estimated $3K.
Level Financial Advisors first reported a position in Pembina Pipeline in Q4 2021 and held it in 1 quarter.
Level Financial Advisors's Pembina Pipeline position peaked at $3K in Q4 2021.
367 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.