Robertson Stephens Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Robertson Stephens Wealth Management’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 Q3	–	Sell	-10,643	Closed	-$104K	–	387
2022 Q2	$104K	Hold	10,643	–	–	0.01%	365
2022 Q1	$114K	Hold	10,643	–	–	0.01%	376
2021 Q4	$99K	Hold	10,643	–	–	0.01%	379
2021 Q3	$108K	Hold	10,643	–	–	0.01%	308
2021 Q2	$120K	Hold	10,643	–	–	0.01%	328
2021 Q1	$96K	Buy	+10,643	New	+$97.3K	0.02%	281

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Robertson Stephens Wealth Management's PAA Position: Q3 2022 in Review

Robertson Stephens Wealth Management sold out of Plains All American Pipeline (PAA) in Q3 2022, closing a stake of 10,643 shares — an estimated $104K sold.

Robertson Stephens Wealth Management first reported a position in PAA in Q1 2021 and held it in 6 quarters. The position peaked at $120K in Q2 2021. 324 funds tracked by Wall St. Rank hold PAA as of Q3 2022.

Robertson Stephens Wealth Management reported no remaining Plains All American Pipeline position as of Q3 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 10,643 Plains All American Pipeline shares in Q3 2022, an estimated $104K.
Robertson Stephens Wealth Management first reported a position in Plains All American Pipeline in Q1 2021 and held it in 6 quarters.
Robertson Stephens Wealth Management's Plains All American Pipeline position peaked at $120K in Q2 2021.
324 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.