Syverson Strege & Co’s Pembina Pipeline PBA Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-931	Closed	-$30.2K	–	451
2023 Q1	$30.2K	Buy	931 +81	+10%	+$2.73K	0.01%	161
2022 Q4	$28.9K	Hold	850	–	–	0.01%	156
2022 Q3	$26K	Hold	850	–	–	0.01%	152
2022 Q2	$30K	Hold	850	–	–	0.01%	159
2022 Q1	$32K	Hold	850	–	–	0.03%	147
2021 Q4	$26K	Buy	+850	New	+$27.1K	0.02%	165

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Syverson Strege & Co's PBA Position: Q2 2023 in Review

Syverson Strege & Co sold out of Pembina Pipeline (PBA) in Q2 2023, closing a stake of 931 shares — an estimated $30.2K sold.

Syverson Strege & Co first reported a position in PBA in Q4 2021 and held it in 6 quarters. The position peaked at $32K in Q1 2022. 369 funds tracked by Wall St. Rank hold PBA as of Q2 2023.

Syverson Strege & Co reported no remaining Pembina Pipeline position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 931 Pembina Pipeline shares in Q2 2023, an estimated $30.2K.
Syverson Strege & Co first reported a position in Pembina Pipeline in Q4 2021 and held it in 6 quarters.
Syverson Strege & Co's Pembina Pipeline position peaked at $32K in Q1 2022.
369 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.