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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 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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.