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LGT Financial Advisors’s Plains All American Pipeline PAA Stock Holding History

LGT Financial Advisors’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
2024
Q1 		– Sell
-203
Closed -$3.08K – 835
2023
Q4 		$3.08K Buy
203
+3
+2% +$46 ﹤0.01% 721
2023
Q3 		$3.06K Buy
+200
New +$3K ﹤0.01% 720

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LGT Financial Advisors's PAA Position: Q1 2024 in Review

LGT Financial Advisors sold out of Plains All American Pipeline (PAA) in Q1 2024, closing a stake of 203 shares — an estimated $3.08K sold.

LGT Financial Advisors first reported a position in PAA in Q3 2023 and held it in 2 quarters. The position peaked at $3.08K in Q4 2023. 361 funds tracked by Wall St. Rank hold PAA as of Q1 2024.

  • LGT Financial Advisors reported no remaining Plains All American Pipeline position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 203 Plains All American Pipeline shares in Q1 2024, an estimated $3.08K.
  • LGT Financial Advisors first reported a position in Plains All American Pipeline in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Plains All American Pipeline position peaked at $3.08K in Q4 2023.
  • 361 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.