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Unique Wealth Strategies’s Plains GP Holdings PAGP Stock Holding History

Unique Wealth Strategies’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
-3,854
Closed -$70.3K – 531
2024
Q2 		$70.3K Buy
+3,854
New +$70.7K 0.03% 227

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Unique Wealth Strategies's PAGP Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Plains GP Holdings (PAGP) in Q3 2024, closing a stake of 3,854 shares — an estimated $70.3K sold.

Unique Wealth Strategies first reported a position in PAGP in Q2 2024 and held it in 1 quarter. The position peaked at $70.3K in Q2 2024. 285 funds tracked by Wall St. Rank hold PAGP as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Plains GP Holdings position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 3,854 Plains GP Holdings shares in Q3 2024, an estimated $70.3K.
  • Unique Wealth Strategies first reported a position in Plains GP Holdings in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Plains GP Holdings position peaked at $70.3K in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.