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Sheets Smith Wealth Management’s Pembina Pipeline PBA Stock Holding History

Sheets Smith Wealth Management’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,920
Closed -$209K – 311
2022
Q2 		$209K Buy
5,920
+58
+1% +$2.23K 0.03% 284
2022
Q1 		$220K Buy
+5,862
New +$198K 0.03% 326

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Sheets Smith Wealth Management's PBA Position: Q3 2022 in Review

Sheets Smith Wealth Management sold out of Pembina Pipeline (PBA) in Q3 2022, closing a stake of 5,920 shares — an estimated $209K sold.

Sheets Smith Wealth Management first reported a position in PBA in Q1 2022 and held it in 2 quarters. The position peaked at $220K in Q1 2022. 364 funds tracked by Wall St. Rank hold PBA as of Q3 2022.

  • Sheets Smith Wealth Management reported no remaining Pembina Pipeline position as of Q3 2022 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,920 Pembina Pipeline shares in Q3 2022, an estimated $209K.
  • Sheets Smith Wealth Management first reported a position in Pembina Pipeline in Q1 2022 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Pembina Pipeline position peaked at $220K in Q1 2022.
  • 364 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.