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

Levy Wealth Management Group’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
2021 Q2	–	Sell	-10,660	Closed	-$97K	–	73
2021 Q1	$97K	Buy	10,660 +7	+0.1%	+$64	0.06%	66
2020 Q4	$88K	Buy	+10,653	New	+$81K	0.06%	60

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Levy Wealth Management Group's PAA Position: Q2 2021 in Review

Levy Wealth Management Group sold out of Plains All American Pipeline (PAA) in Q2 2021, closing a stake of 10,660 shares — an estimated $97K sold.

Levy Wealth Management Group first reported a position in PAA in Q4 2020 and held it in 2 quarters. The position peaked at $97K in Q1 2021. 335 funds tracked by Wall St. Rank hold PAA as of Q2 2021.

Levy Wealth Management Group reported no remaining Plains All American Pipeline position as of Q2 2021 after selling out during the quarter.
Levy Wealth Management Group sold 10,660 Plains All American Pipeline shares in Q2 2021, an estimated $97K.
Levy Wealth Management Group first reported a position in Plains All American Pipeline in Q4 2020 and held it in 2 quarters.
Levy Wealth Management Group's Plains All American Pipeline position peaked at $97K in Q1 2021.
335 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2021.

Based on Levy Wealth Management Group's 13F filing for Q2 2021, filed 10 Aug 2021.