NewSquare Capital’s Plains All American Pipeline PAA Stock Holding History

NewSquare 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 Q3	–	Sell	-90	Closed	-$1.27K	–	811
2023 Q2	$1.27K	Hold	90	–	–	﹤0.01%	577
2023 Q1	$1.12K	Hold	90	–	–	﹤0.01%	641
2022 Q4	$1.06K	Buy	+90	New	+$1.07K	﹤0.01%	564

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewSquare Capital's PAA Position: Q3 2023 in Review

NewSquare Capital sold out of Plains All American Pipeline (PAA) in Q3 2023, closing a stake of 90 shares — an estimated $1.27K sold.

NewSquare Capital first reported a position in PAA in Q4 2022 and held it in 3 quarters. The position peaked at $1.27K in Q2 2023. 338 funds tracked by Wall St. Rank hold PAA as of Q3 2023.

NewSquare Capital reported no remaining Plains All American Pipeline position as of Q3 2023 after selling out during the quarter.
NewSquare Capital sold 90 Plains All American Pipeline shares in Q3 2023, an estimated $1.27K.
NewSquare Capital first reported a position in Plains All American Pipeline in Q4 2022 and held it in 3 quarters.
NewSquare Capital's Plains All American Pipeline position peaked at $1.27K in Q2 2023.
338 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.