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

Sugarloaf 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	-280	Closed	-$3K	–	839
2022 Q3	$3K	Hold	280	–	–	﹤0.01%	678
2022 Q2	$3K	Hold	280	–	–	﹤0.01%	667
2022 Q1	$3K	Hold	280	–	–	﹤0.01%	619
2021 Q4	$3K	Hold	280	–	–	﹤0.01%	644
2021 Q3	$3K	Hold	280	–	–	﹤0.01%	660
2021 Q2	$3K	Hold	280	–	–	﹤0.01%	649
2021 Q1	$3K	Hold	280	–	–	﹤0.01%	639
2020 Q4	$2K	Sell	280 -2,205	-89%	-$16.8K	﹤0.01%	646
2020 Q3	$46K	Buy	2,485 +41	+2%	+$306	0.02%	248
2020 Q2	$50K	Buy	2,444 +339	+16%	+$2.88K	0.02%	235
2020 Q1	$11K	Buy	2,105 +40	+2%	+$549	﹤0.01%	417
2019 Q4	$38K	Buy	+2,065	New	+$37.9K	0.02%	280

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 $39B AUM 18.55% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

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

Sugarloaf Wealth Management sold out of Plains All American Pipeline (PAA) in Q4 2022, closing a stake of 280 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in PAA in Q4 2019 and held it in 12 quarters. The position peaked at $50K in Q2 2020. 335 funds tracked by Wall St. Rank hold PAA as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Plains All American Pipeline position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 280 Plains All American Pipeline shares in Q4 2022, an estimated $3K.
Sugarloaf Wealth Management first reported a position in Plains All American Pipeline in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's Plains All American Pipeline position peaked at $50K in Q2 2020.
335 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.