Tradition Wealth Management’s Pembina Pipeline PBA Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-212	Closed	-$7K	–	948
2023 Q4	$7K	Hold	212	–	–	﹤0.01%	1074
2023 Q3	$6K	Hold	212	–	–	﹤0.01%	1136
2023 Q2	$7K	Hold	212	–	–	﹤0.01%	1126
2023 Q1	$7K	Buy	+212	New	+$7.15K	﹤0.01%	1082

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tradition Wealth Management's PBA Position: Q1 2024 in Review

Tradition Wealth Management sold out of Pembina Pipeline (PBA) in Q1 2024, closing a stake of 212 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in PBA in Q1 2023 and held it in 4 quarters. The position peaked at $7K in Q4 2023. 393 funds tracked by Wall St. Rank hold PBA as of Q1 2024.

Tradition Wealth Management reported no remaining Pembina Pipeline position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 212 Pembina Pipeline shares in Q1 2024, an estimated $7K.
Tradition Wealth Management first reported a position in Pembina Pipeline in Q1 2023 and held it in 4 quarters.
Tradition Wealth Management's Pembina Pipeline position peaked at $7K in Q4 2023.
393 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.