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Moneta Group Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Moneta Group Investment 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
2025
Q1 		– Sell
-21,625
Closed -$369K – 696
2024
Q4 		$369K Buy
+21,625
New +$376K 0.01% 487
2023
Q4 		– Sell
-42,506
Closed -$651K – 575
2023
Q3 		$651K Hold
42,506
– – 0.01% 273
2023
Q2 		$599K Hold
42,506
– – 0.01% 288
2023
Q1 		$530K Buy
42,506
+2,388
+6% +$29.8K 0.01% 311
2022
Q4 		$500K Sell
40,118
-2,372
-6% -$28.1K 0.01% 297
2022
Q3 		$447K Sell
42,490
-2,622
-6% -$29.3K 0.02% 291
2022
Q2 		$443K Buy
45,112
+5,707
+14% +$61.9K 0.02% 315
2022
Q1 		$424K Buy
39,405
+5
+0% +$54 0.02% 312
2021
Q4 		$368K Sell
39,400
-5,536
-12% -$55.6K 0.02% 344
2021
Q3 		$457K Buy
44,936
+42
+0.1% +$417 0.02% 294
2021
Q2 		$510K Sell
44,894
-2,798
-6% -$28.7K 0.02% 282
2021
Q1 		$434K Buy
47,692
+1,575
+3% +$14.4K 0.02% 274
2020
Q4 		$380K Buy
46,117
+4,980
+12% +$37.9K 0.03% 225
2020
Q3 		$246K Buy
+41,137
New +$307K 0.02% 240
2019
Q3 		– Sell
-3,655
Closed -$89K – 298
2019
Q2 		$89K Buy
3,655
+350
+11% +$8.35K 0.01% 225
2019
Q1 		$81K Buy
+3,305
New +$78.1K 0.01% 221
2015
Q4 		– Sell
-4,235
Closed -$129K – 335
2015
Q3 		$129K Buy
+4,235
New +$155K 0.04% 160

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Moneta Group Investment Advisors's PAA Position: Q1 2025 in Review

Moneta Group Investment Advisors sold out of Plains All American Pipeline (PAA) in Q1 2025, closing a stake of 21,625 shares — an estimated $369K sold.

Moneta Group Investment Advisors first reported a position in PAA in Q3 2015 and held it in 17 quarters. The position peaked at $651K in Q3 2023. 382 funds tracked by Wall St. Rank hold PAA as of Q1 2025.

  • Moneta Group Investment Advisors reported no remaining Plains All American Pipeline position as of Q1 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 21,625 Plains All American Pipeline shares in Q1 2025, an estimated $369K.
  • Moneta Group Investment Advisors first reported a position in Plains All American Pipeline in Q3 2015 and held it in 17 quarters.
  • Moneta Group Investment Advisors's Plains All American Pipeline position peaked at $651K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.