Teamwork Financial Advisors’s Pembina Pipeline PBA Stock Holding History

Teamwork Financial Advisors’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 Q4	–	Sell	-9,129	Closed	-$274K	–	218
2023 Q3	$274K	Buy	9,129 +462	+5%	+$14.2K	0.04%	164
2023 Q2	$273K	Sell	8,667 -2,064	-19%	-$65.9K	0.04%	163
2023 Q1	$348K	Sell	10,731 -521	-5%	-$17.6K	0.06%	143
2022 Q4	$382K	Buy	11,252 +271	+2%	+$9.09K	0.08%	146
2022 Q3	$333K	Buy	10,981 +1,149	+12%	+$41K	0.07%	161
2022 Q2	$348K	Buy	+9,832	New	+$379K	0.08%	162

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

CIA

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

Teamwork Financial Advisors's PBA Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of Pembina Pipeline (PBA) in Q4 2023, closing a stake of 9,129 shares — an estimated $274K sold.

Teamwork Financial Advisors first reported a position in PBA in Q2 2022 and held it in 6 quarters. The position peaked at $382K in Q4 2022. 367 funds tracked by Wall St. Rank hold PBA as of Q4 2023.

Teamwork Financial Advisors reported no remaining Pembina Pipeline position as of Q4 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 9,129 Pembina Pipeline shares in Q4 2023, an estimated $274K.
Teamwork Financial Advisors first reported a position in Pembina Pipeline in Q2 2022 and held it in 6 quarters.
Teamwork Financial Advisors's Pembina Pipeline position peaked at $382K in Q4 2022.
367 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.