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Steward Partners Investment Solutions’s Pembina Pipeline PBA Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$461K Buy
13,032
+1,268
+11% +$43.7K 0.08% 165
2023
Q4 		$405K Buy
+11,764
New +$377K 0.17% 101

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Solutions's PBA Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Pembina Pipeline (PBA) stake by 11% in Q1 2024, buying an estimated $43.7K and bringing the position to 13,032 shares worth $461K. The position accounts for 0.08% of the portfolio, ranked #165.

Steward Partners Investment Solutions first reported a position in PBA in Q4 2023 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold PBA as of Q1 2024.

  • Steward Partners Investment Solutions held 13,032 shares of Pembina Pipeline worth $461K as of Q1 2024.
  • Steward Partners Investment Solutions bought 1,268 Pembina Pipeline shares in Q1 2024, an estimated $43.7K.
  • Pembina Pipeline made up 0.08% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #165 holding.
  • Steward Partners Investment Solutions first reported a position in Pembina Pipeline in Q4 2023 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.