RGT Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

RGT Wealth 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	-56,149	Closed	-$524K	–	271
2021 Q4	$524K	Sell	56,149 -11,500	-17%	-$116K	0.08%	56
2021 Q3	$688K	Hold	67,649	–	–	0.14%	22
2021 Q2	$768K	Hold	67,649	–	–	0.14%	18
2021 Q1	$616K	Sell	67,649 -35,000	-34%	-$320K	0.12%	22
2020 Q4	$846K	Buy	102,649 +55,850	+119%	+$425K	0.18%	14
2020 Q3	$280K	Sell	46,799 -2,000	-4%	-$14.9K	0.07%	27
2020 Q2	$431K	Buy	48,799 +2,000	+4%	+$17K	0.12%	18
2020 Q1	$247K	Sell	46,799 -5,049	-10%	-$69.3K	0.16%	27
2019 Q4	$953K	Buy	+51,848	New	+$953K	2.87%	12

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

RGT Wealth Advisors's PAA Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q1 2022, closing a stake of 56,149 shares — an estimated $524K sold.

RGT Wealth Advisors first reported a position in PAA in Q4 2019 and held it in 9 quarters. The position peaked at $953K in Q4 2019. 337 funds tracked by Wall St. Rank hold PAA as of Q1 2022.

RGT Wealth Advisors reported no remaining Plains All American Pipeline position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 56,149 Plains All American Pipeline shares in Q1 2022, an estimated $524K.
RGT Wealth Advisors first reported a position in Plains All American Pipeline in Q4 2019 and held it in 9 quarters.
RGT Wealth Advisors's Plains All American Pipeline position peaked at $953K in Q4 2019.
337 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.