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

Selective 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 Q4	–	Sell	-900	Closed	-$9K	–	547
2022 Q3	$9K	Hold	900	–	–	﹤0.01%	533
2022 Q2	$9K	Hold	900	–	–	﹤0.01%	572
2022 Q1	$10K	Buy	+900	New	+$9.64K	﹤0.01%	536

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

Selective Wealth Management's PAA Position: Q4 2022 in Review

Selective Wealth Management sold out of Plains All American Pipeline (PAA) in Q4 2022, closing a stake of 900 shares — an estimated $9K sold.

Selective Wealth Management first reported a position in PAA in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 336 funds tracked by Wall St. Rank hold PAA as of Q4 2022.

Selective Wealth Management reported no remaining Plains All American Pipeline position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 900 Plains All American Pipeline shares in Q4 2022, an estimated $9K.
Selective Wealth Management first reported a position in Plains All American Pipeline in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's Plains All American Pipeline position peaked at $10K in Q1 2022.
336 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.