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SWM
Spire Wealth Management’s
Plains GP Holdings
PAGP
Stock Holding History
Spire Wealth Management’s Portfolio
PAGP Stock Details
PAGP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-3,740
Closed
-$68.2K
–
2347
2024
Q1
$68.2K
Buy
3,740
+674
+22%
+$11.4K
﹤0.01%
1112
2023
Q4
$50.4K
Buy
3,066
+528
+21%
+$8.34K
﹤0.01%
1202
2023
Q3
$40.9K
Buy
2,538
+983
+63%
+$15.5K
﹤0.01%
1237
2023
Q2
$23.1K
Buy
1,555
+179
+13%
+$2.47K
﹤0.01%
1532
2023
Q1
$18.1K
Buy
1,376
+92
+7%
+$1.21K
﹤0.01%
1665
2022
Q4
$16K
Buy
1,284
+1,066
+489%
+$13.3K
﹤0.01%
1462
2022
Q3
$2K
Sell
218
-1,161
-84%
-$13.3K
﹤0.01%
1980
2022
Q2
$14K
Sell
1,379
-2,547
-65%
-$29.3K
﹤0.01%
1804
2022
Q1
$45K
Sell
3,926
-55,525
-93%
-$638K
﹤0.01%
1488
2021
Q4
$603K
Buy
59,451
+56,623
+2,002%
+$610K
0.01%
628
2021
Q3
$30K
Hold
2,828
–
–
﹤0.01%
1693
2021
Q2
$34K
Sell
2,828
-48,083
-94%
-$512K
﹤0.01%
1647
2021
Q1
$482K
Buy
+50,911
New
+$475K
0.01%
684
Other funds holding PAGP
TCA
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$9.6B AUM
19.53%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
EIP
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Westport, Connecticut
$6.22B AUM
18.97%
1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Dallas, Texas
$30.5B AUM
29.95%
1-Year Est. Return
CCM
Chickasaw Capital Management
Memphis, Tennessee
$2.78B AUM
20.87%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
WHG
Westwood Holdings Group
Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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