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V Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

V Wealth Advisors’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
2022
Q2 		– Sell
-54,343
Closed -$585K – 448
2022
Q1 		$585K Buy
54,343
+2,045
+4% +$21.9K 0.09% 215
2021
Q4 		$489K Sell
52,298
-3,411
-6% -$34.3K 0.07% 260
2021
Q3 		$567K Buy
55,709
+7,109
+15% +$70.6K 0.09% 246
2021
Q2 		$552K Buy
48,600
+4,684
+11% +$48.1K 0.09% 255
2021
Q1 		$399K Sell
43,916
-1,288
-3% -$11.8K 0.07% 292
2020
Q4 		$372K Buy
45,204
+23,403
+107% +$178K 0.08% 266
2020
Q3 		$130K Buy
+21,801
New +$163K 0.09% 167
2017
Q3 		– Sell
-3,044
Closed -$80K – 552
2017
Q2 		$80K Buy
+3,044
New +$84.3K 0.04% 259

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return