RWA
PAA icon

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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return