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Money Concepts Capital’s Plains All American Pipeline PAA Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-12,366
Closed -$145K – 2131
2022
Q4 		$145K Buy
+12,366
New +$146K 0.01% 822
2022
Q2 		– Sell
-2,259
Closed -$24K – 2254
2022
Q1 		$24K Buy
+2,259
New +$24.2K ﹤0.01% 1543

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Money Concepts Capital's PAA Position: Q1 2023 in Review

Money Concepts Capital sold out of Plains All American Pipeline (PAA) in Q1 2023, closing a stake of 12,366 shares — an estimated $145K sold.

Money Concepts Capital first reported a position in PAA in Q1 2022 and held it in 2 quarters. The position peaked at $145K in Q4 2022. 331 funds tracked by Wall St. Rank hold PAA as of Q1 2023.

  • Money Concepts Capital reported no remaining Plains All American Pipeline position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 12,366 Plains All American Pipeline shares in Q1 2023, an estimated $145K.
  • Money Concepts Capital first reported a position in Plains All American Pipeline in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Plains All American Pipeline position peaked at $145K in Q4 2022.
  • 331 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.