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Opal Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

Opal Wealth Advisors’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-250
Closed -$9.27K – 890
2024
Q2 		$9.27K Buy
+250
New +$9.04K ﹤0.01% 671

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Opal Wealth Advisors's PBA Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Pembina Pipeline (PBA) in Q3 2024, closing a stake of 250 shares — an estimated $9.27K sold.

Opal Wealth Advisors first reported a position in PBA in Q2 2024 and held it in 1 quarter. The position peaked at $9.27K in Q2 2024. 392 funds tracked by Wall St. Rank hold PBA as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Pembina Pipeline position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 250 Pembina Pipeline shares in Q3 2024, an estimated $9.27K.
  • Opal Wealth Advisors first reported a position in Pembina Pipeline in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Pembina Pipeline position peaked at $9.27K in Q2 2024.
  • 392 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.