SWM
PAA icon

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

SeaCrest 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
2024
Q1 		– Sell
-17,464
Closed -$269K – 648
2023
Q4 		$269K Sell
17,464
-168
-1% -$2.57K 0.03% 490
2023
Q3 		$270K Buy
17,632
+332
+2% +$4.98K 0.04% 486
2023
Q2 		$244K Buy
17,300
+347
+2% +$4.58K 0.03% 520
2023
Q1 		$211K Hold
16,953
– – 0.03% 569
2022
Q4 		$199K Buy
16,953
+4,219
+33% +$50K 0.03% 571
2022
Q3 		$134K Buy
12,734
+1,410
+12% +$15.7K 0.02% 583
2022
Q2 		$111K Hold
11,324
– – 0.01% 817
2022
Q1 		$122K Buy
+11,324
New +$121K 0.01% 690
2020
Q4 		– Sell
-11,902
Closed -$71K – 642
2020
Q3 		$71K Sell
11,902
-5,726
-32% -$42.7K 0.01% 569
2020
Q2 		$156K Buy
17,628
+400
+2% +$3.4K 0.03% 512
2020
Q1 		$91K Sell
17,228
-6,039
-26% -$82.8K 0.02% 486
2019
Q4 		$428K Buy
23,267
+5,874
+34% +$108K 0.07% 316
2019
Q3 		$361K Buy
17,393
+6,207
+55% +$140K 0.07% 343
2019
Q2 		$272K Buy
11,186
+4,220
+61% +$101K 0.06% 399
2019
Q1 		$171K Hold
6,966
– – 0.03% 524
2018
Q4 		$140K Hold
6,966
– – 0.03% 541
2018
Q3 		$174K Buy
6,966
+237
+4% +$5.96K 0.03% 554
2018
Q2 		$159K Sell
6,729
-1,301
-16% -$31.3K 0.03% 573
2018
Q1 		$177K Buy
8,030
+11
+0.1% +$242 0.03% 519
2017
Q4 		$166K Buy
+8,019
New +$163K 0.03% 559

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SeaCrest Wealth Management's PAA Position: Q1 2024 in Review

SeaCrest Wealth Management sold out of Plains All American Pipeline (PAA) in Q1 2024, closing a stake of 17,464 shares — an estimated $269K sold.

SeaCrest Wealth Management first reported a position in PAA in Q4 2017 and held it in 20 quarters. The position peaked at $428K in Q4 2019. 361 funds tracked by Wall St. Rank hold PAA as of Q1 2024.

  • SeaCrest Wealth Management reported no remaining Plains All American Pipeline position as of Q1 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 17,464 Plains All American Pipeline shares in Q1 2024, an estimated $269K.
  • SeaCrest Wealth Management first reported a position in Plains All American Pipeline in Q4 2017 and held it in 20 quarters.
  • SeaCrest Wealth Management's Plains All American Pipeline position peaked at $428K in Q4 2019.
  • 361 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2024.

Based on SeaCrest Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.