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

Pinion 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 Q1	–	Sell	-17,663	Closed	-$165K	–	171
2021 Q4	$165K	Buy	+17,663	New	+$177K	0.11%	155
2021 Q3	–	Sell	-16,613	Closed	-$189K	–	157
2021 Q2	$189K	Sell	16,613 -2,119	-11%	-$21.8K	0.15%	146
2021 Q1	$170K	Sell	18,732 -6,369	-25%	-$58.2K	0.16%	141
2020 Q4	$207K	Buy	+25,101	New	+$191K	0.22%	134

Other funds holding PAA

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

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

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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

Pinion Investment Advisors's PAA Position: Q1 2022 in Review

Pinion Investment Advisors sold out of Plains All American Pipeline (PAA) in Q1 2022, closing a stake of 17,663 shares — an estimated $165K sold.

Pinion Investment Advisors first reported a position in PAA in Q4 2020 and held it in 4 quarters. The position peaked at $207K in Q4 2020. 336 funds tracked by Wall St. Rank hold PAA as of Q1 2022.

Pinion Investment Advisors reported no remaining Plains All American Pipeline position as of Q1 2022 after selling out during the quarter.
Pinion Investment Advisors sold 17,663 Plains All American Pipeline shares in Q1 2022, an estimated $165K.
Pinion Investment Advisors first reported a position in Plains All American Pipeline in Q4 2020 and held it in 4 quarters.
Pinion Investment Advisors's Plains All American Pipeline position peaked at $207K in Q4 2020.
336 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2022.

Based on Pinion Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.