PFS Partners’s Plains All American Pipeline PAA Stock Holding History

PFS Partners’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 Q4	–	Sell	-320	Closed	-$4.9K	–	488
2023 Q3	$4.9K	Hold	320	–	–	﹤0.01%	335
2023 Q2	$4.51K	Hold	320	–	–	﹤0.01%	369
2023 Q1	$3.99K	Buy	320 +120	+60%	+$1.5K	﹤0.01%	295
2022 Q4	$2.35K	Hold	200	–	–	﹤0.01%	310
2022 Q3	$2.1K	Hold	200	–	–	﹤0.01%	302
2022 Q2	$1.96K	Hold	200	–	–	﹤0.01%	300
2022 Q1	$2.15K	Hold	200	–	–	﹤0.01%	309
2021 Q4	$1.87K	Buy	+200	New	+$2.01K	﹤0.01%	313

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

PFS Partners's PAA Position: Q4 2023 in Review

PFS Partners sold out of Plains All American Pipeline (PAA) in Q4 2023, closing a stake of 320 shares — an estimated $4.9K sold.

PFS Partners first reported a position in PAA in Q4 2021 and held it in 8 quarters. The position peaked at $4.9K in Q3 2023. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2023.

PFS Partners reported no remaining Plains All American Pipeline position as of Q4 2023 after selling out during the quarter.
PFS Partners sold 320 Plains All American Pipeline shares in Q4 2023, an estimated $4.9K.
PFS Partners first reported a position in Plains All American Pipeline in Q4 2021 and held it in 8 quarters.
PFS Partners's Plains All American Pipeline position peaked at $4.9K in Q3 2023.
349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2023.

Based on PFS Partners's 13F filing for Q4 2023, filed 29 Jan 2024.