Plante Moran Financial Advisors’s Pembina Pipeline PBA Stock Holding History

Plante Moran Financial 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
2022 Q4	–	Sell	-300	Closed	-$9K	–	945
2022 Q3	$9K	Hold	300	–	–	﹤0.01%	601
2022 Q2	$11K	Hold	300	–	–	﹤0.01%	592
2022 Q1	$11K	Buy	+300	New	+$10.1K	﹤0.01%	583

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Plante Moran Financial Advisors's PBA Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Pembina Pipeline (PBA) in Q4 2022, closing a stake of 300 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in PBA in Q1 2022 and held it in 3 quarters. The position peaked at $11K in Q2 2022. 372 funds tracked by Wall St. Rank hold PBA as of Q4 2022.

Plante Moran Financial Advisors reported no remaining Pembina Pipeline position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 300 Pembina Pipeline shares in Q4 2022, an estimated $9K.
Plante Moran Financial Advisors first reported a position in Pembina Pipeline in Q1 2022 and held it in 3 quarters.
Plante Moran Financial Advisors's Pembina Pipeline position peaked at $11K in Q2 2022.
372 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.