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TFO Wealth Partners’s Plains All American Pipeline PAA Stock Holding History

TFO Wealth Partners’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
2021
Q4 		– Sell
-2,047
Closed -$21K – 182
2021
Q3 		$21K Buy
+2,047
New +$20.3K ﹤0.01% 77
2021
Q2 		– Sell
-1,760
Closed -$16K – 159
2021
Q1 		$16K Buy
+1,760
New +$16.1K ﹤0.01% 118
2020
Q4 		– Sell
-1,760
Closed -$11K – 145
2020
Q3 		$11K Hold
1,760
– – ﹤0.01% 76
2020
Q2 		$16K Buy
1,760
+442
+34% +$3.76K 0.01% 69
2020
Q1 		$6K Sell
1,318
-2,184
-62% -$30K ﹤0.01% 101
2019
Q4 		$64K Buy
+3,502
New +$64.3K 0.06% 57

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return