Sargent Bickham Lagudis’s Plains All American Pipeline PAA Stock Holding History

Sargent Bickham Lagudis’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 Q4	$4.91K	Buy	417 +7	+2%	+$83	﹤0.01%	805
2022 Q3	$4K	Buy	+410	New	+$4.58K	﹤0.01%	810
2017 Q1	–	Sell	-564	Closed	-$18K	–	771
2016 Q4	$18K	Sell	564 -2,006	-78%	-$63.4K	﹤0.01%	479
2016 Q3	$81K	Buy	2,570 +629	+32%	+$18K	0.01%	284
2016 Q2	$53K	Buy	1,941 +416	+27%	+$10.1K	0.01%	335
2016 Q1	$32K	Buy	+1,525	New	+$32.1K	0.01%	423

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

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

TCA

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Sargent Bickham Lagudis's PAA Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Plains All American Pipeline (PAA) stake by 1.7% in Q4 2022, buying an estimated $83 and bringing the position to 417 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Sargent Bickham Lagudis first reported a position in PAA in Q1 2016 and has held it in 6 quarters since. The position peaked at $81K in Q3 2016. 336 funds tracked by Wall St. Rank hold PAA as of Q4 2022.

Sargent Bickham Lagudis held 417 shares of Plains All American Pipeline worth $4.91K as of Q4 2022.
Sargent Bickham Lagudis bought 7 Plains All American Pipeline shares in Q4 2022, an estimated $83.
Plains All American Pipeline made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #805 holding.
Sargent Bickham Lagudis first reported a position in Plains All American Pipeline in Q1 2016 and has held it in 6 quarters since.
Sargent Bickham Lagudis's Plains All American Pipeline position peaked at $81K in Q3 2016.
336 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.