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

Signature Wealth Management Partners’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
2023 Q4	–	Sell	-11,811	Closed	-$181K	–	100
2023 Q3	$181K	Buy	11,811 +204	+2%	+$3.06K	0.18%	89
2023 Q2	$164K	Sell	11,607 -118	-1%	-$1.56K	0.15%	94
2023 Q1	$146K	Buy	11,725 +231	+2%	+$2.88K	0.14%	99
2022 Q4	$135K	Buy	11,494 +192	+2%	+$2.27K	0.13%	94
2022 Q3	$119K	Sell	11,302 -2,796	-20%	-$31.2K	0.13%	94
2022 Q2	$138K	Buy	14,098 +214	+2%	+$2.32K	0.14%	99
2022 Q1	$149K	Buy	13,884 +179	+1%	+$1.92K	0.13%	109
2021 Q4	$128K	Buy	13,705 +171	+1%	+$1.72K	0.11%	105
2021 Q3	$138K	Buy	13,534 +184	+1%	+$1.83K	0.13%	106
2021 Q2	$152K	Sell	13,350 -10,000	-43%	-$103K	0.14%	106
2021 Q1	$212K	Hold	23,350	–	–	0.2%	94
2020 Q4	$192K	Buy	+23,350	New	+$177K	0.19%	90

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

Blackstone Inc New York $39B AUM 18.55% 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

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

KACA

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Signature Wealth Management Partners's PAA Position: Q4 2023 in Review

Signature Wealth Management Partners sold out of Plains All American Pipeline (PAA) in Q4 2023, closing a stake of 11,811 shares — an estimated $181K sold.

Signature Wealth Management Partners first reported a position in PAA in Q4 2020 and held it in 12 quarters. The position peaked at $212K in Q1 2021. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2023.

Signature Wealth Management Partners reported no remaining Plains All American Pipeline position as of Q4 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 11,811 Plains All American Pipeline shares in Q4 2023, an estimated $181K.
Signature Wealth Management Partners first reported a position in Plains All American Pipeline in Q4 2020 and held it in 12 quarters.
Signature Wealth Management Partners's Plains All American Pipeline position peaked at $212K in Q1 2021.
349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2023.

Based on Signature Wealth Management Partners's 13F filing for Q4 2023, filed 19 Jan 2024.