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Triad Wealth Partners’s Plains GP Holdings PAGP Stock Holding History

Triad Wealth Partners’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3
Closed -$56 – 642
2024
Q2 		$56 Buy
+3
New +$55 ﹤0.01% 973

Other funds holding PAGP

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EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Triad Wealth Partners sold out of Plains GP Holdings (PAGP) in Q3 2024, closing a stake of 3 shares — an estimated $56 sold.

Triad Wealth Partners first reported a position in PAGP in Q2 2024 and held it in 1 quarter. The position peaked at $56 in Q2 2024. 285 funds tracked by Wall St. Rank hold PAGP as of Q3 2024.

  • Triad Wealth Partners reported no remaining Plains GP Holdings position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3 Plains GP Holdings shares in Q3 2024, an estimated $56.
  • Triad Wealth Partners first reported a position in Plains GP Holdings in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Plains GP Holdings position peaked at $56 in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2024.

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