Retirement Group’s Plains All American Pipeline PAA Stock Holding History

Retirement Group’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
2024 Q1	$22.2K	Buy	1,264 +900	+247%	+$14.5K	0.01%	353
2023 Q4	$5.51K	Hold	364	–	–	﹤0.01%	526
2023 Q3	$5.58K	Hold	364	–	–	﹤0.01%	481
2023 Q2	$5.13K	Hold	364	–	–	﹤0.01%	503
2023 Q1	$5K	Hold	364	–	–	﹤0.01%	496
2022 Q4	$4K	Hold	364	–	–	﹤0.01%	461
2022 Q3	$4K	Buy	+364	New	+$4.06K	﹤0.01%	354

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Retirement Group's PAA Position: Q1 2024 in Review

Retirement Group increased its Plains All American Pipeline (PAA) stake by 247% in Q1 2024, buying an estimated $14.5K and bringing the position to 1,264 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #353.

Retirement Group first reported a position in PAA in Q3 2022 and has held it in 7 quarters since. 361 funds tracked by Wall St. Rank hold PAA as of Q1 2024.

Retirement Group held 1,264 shares of Plains All American Pipeline worth $22.2K as of Q1 2024.
Retirement Group bought 900 Plains All American Pipeline shares in Q1 2024, an estimated $14.5K.
Plains All American Pipeline made up 0.01% of Retirement Group's portfolio in Q1 2024, its #353 holding.
Retirement Group first reported a position in Plains All American Pipeline in Q3 2022 and has held it in 7 quarters since.
361 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.