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

OneDigital 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
2022 Q3	–	Sell	-12,250	Closed	-$120K	–	788
2022 Q2	$120K	Buy	+12,250	New	+$133K	0.01%	674
2019 Q1	–	Sell	-400	Closed	-$8K	–	1174
2018 Q4	$8K	Buy	+400	New	+$9.12K	﹤0.01%	891
2017 Q3	–	Sell	-368	Closed	-$10K	–	1135
2017 Q2	$10K	Buy	+368	New	+$10.2K	﹤0.01%	945

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

KACA

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors's PAA Position: Q3 2022 in Review

OneDigital Investment Advisors sold out of Plains All American Pipeline (PAA) in Q3 2022, closing a stake of 12,250 shares — an estimated $120K sold.

OneDigital Investment Advisors first reported a position in PAA in Q2 2017 and held it in 3 quarters. The position peaked at $120K in Q2 2022. 324 funds tracked by Wall St. Rank hold PAA as of Q3 2022.

OneDigital Investment Advisors reported no remaining Plains All American Pipeline position as of Q3 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 12,250 Plains All American Pipeline shares in Q3 2022, an estimated $120K.
OneDigital Investment Advisors first reported a position in Plains All American Pipeline in Q2 2017 and held it in 3 quarters.
OneDigital Investment Advisors's Plains All American Pipeline position peaked at $120K in Q2 2022.
324 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2022.

Based on OneDigital Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.