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New Wave Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

New Wave Wealth 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
-301
Closed -$5.14K – 515
2024
Q4 		$5.14K Buy
+301
New +$5.24K ﹤0.01% 437

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

New Wave Wealth Advisors's PAA Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q1 2025, closing a stake of 301 shares — an estimated $5.14K sold.

New Wave Wealth Advisors first reported a position in PAA in Q4 2024 and held it in 1 quarter. The position peaked at $5.14K in Q4 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Plains All American Pipeline position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 301 Plains All American Pipeline shares in Q1 2025, an estimated $5.14K.
  • New Wave Wealth Advisors first reported a position in Plains All American Pipeline in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Plains All American Pipeline position peaked at $5.14K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.