Sugarloaf Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Sugarloaf 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
2023 Q1	–	Sell	-1,053	Closed	-$13.1K	–	761
2022 Q4	$13.1K	Buy	1,053 +17	+2%	+$212	﹤0.01%	462
2022 Q3	$12K	Hold	1,036	–	–	﹤0.01%	500
2022 Q2	$11K	Buy	1,036 +21	+2%	+$241	﹤0.01%	513
2022 Q1	$12K	Buy	1,015 +15	+2%	+$172	﹤0.01%	477
2021 Q4	$10K	Buy	+1,000	New	+$10.8K	﹤0.01%	513
2020 Q1	–	Sell	-230	Closed	-$4K	–	725
2019 Q4	$4K	Buy	+230	New	+$4.31K	﹤0.01%	574

Other funds holding PAGP

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

KACA

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

Sugarloaf Wealth Management's PAGP Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Plains GP Holdings (PAGP) in Q1 2023, closing a stake of 1,053 shares — an estimated $13.1K sold.

Sugarloaf Wealth Management first reported a position in PAGP in Q4 2019 and held it in 6 quarters. The position peaked at $13.1K in Q4 2022. 255 funds tracked by Wall St. Rank hold PAGP as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Plains GP Holdings position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,053 Plains GP Holdings shares in Q1 2023, an estimated $13.1K.
Sugarloaf Wealth Management first reported a position in Plains GP Holdings in Q4 2019 and held it in 6 quarters.
Sugarloaf Wealth Management's Plains GP Holdings position peaked at $13.1K in Q4 2022.
255 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.