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

Triad 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
2024
Q3 		– Sell
-190
Closed -$3.39K – 641
2024
Q2 		$3.39K Buy
+190
New +$3.32K ﹤0.01% 653

Other funds holding PAA

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triad Wealth Partners's PAA Position: Q3 2024 in Review

Triad Wealth Partners sold out of Plains All American Pipeline (PAA) in Q3 2024, closing a stake of 190 shares — an estimated $3.39K sold.

Triad Wealth Partners first reported a position in PAA in Q2 2024 and held it in 1 quarter. The position peaked at $3.39K in Q2 2024. 370 funds tracked by Wall St. Rank hold PAA as of Q3 2024.

  • Triad Wealth Partners reported no remaining Plains All American Pipeline position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 190 Plains All American Pipeline shares in Q3 2024, an estimated $3.39K.
  • Triad Wealth Partners first reported a position in Plains All American Pipeline in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Plains All American Pipeline position peaked at $3.39K in Q2 2024.
  • 370 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.