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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

TFO Wealth Partners's PAA Position: Q4 2021 in Review

TFO Wealth Partners sold out of Plains All American Pipeline (PAA) in Q4 2021, closing a stake of 2,047 shares — an estimated $21K sold.

TFO Wealth Partners first reported a position in PAA in Q4 2019 and held it in 6 quarters. The position peaked at $64K in Q4 2019. 342 funds tracked by Wall St. Rank hold PAA as of Q4 2021.

TFO Wealth Partners reported no remaining Plains All American Pipeline position as of Q4 2021 after selling out during the quarter.
TFO Wealth Partners sold 2,047 Plains All American Pipeline shares in Q4 2021, an estimated $21K.
TFO Wealth Partners first reported a position in Plains All American Pipeline in Q4 2019 and held it in 6 quarters.
TFO Wealth Partners's Plains All American Pipeline position peaked at $64K in Q4 2019.
342 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2021.

Based on TFO Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.