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Redwood Wealth Management Group’s Pembina Pipeline PBA Stock Holding History

Redwood Wealth Management Group’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
-100
Closed -$3.71K – 817
2024
Q2 		$3.71K Buy
+100
New +$3.62K ﹤0.01% 798

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

Redwood Wealth Management Group's PBA Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Pembina Pipeline (PBA) in Q3 2024, closing a stake of 100 shares — an estimated $3.71K sold.

Redwood Wealth Management Group first reported a position in PBA in Q2 2024 and held it in 1 quarter. The position peaked at $3.71K in Q2 2024. 392 funds tracked by Wall St. Rank hold PBA as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Pembina Pipeline position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 100 Pembina Pipeline shares in Q3 2024, an estimated $3.71K.
  • Redwood Wealth Management Group first reported a position in Pembina Pipeline in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Pembina Pipeline position peaked at $3.71K in Q2 2024.
  • 392 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.