Valley Wealth Managers’s Plains All American Pipeline PAA Stock Holding History

Valley Wealth Managers’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
2025 Q2	–	Sell	-392	Closed	-$7.84K	–	355
2025 Q1	$7.84K	Hold	392	–	–	﹤0.01%	286
2024 Q4	$6.7K	Hold	392	–	–	﹤0.01%	305
2024 Q3	$6.81K	Buy	+392	New	+$7.02K	﹤0.01%	307

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valley Wealth Managers's PAA Position: Q2 2025 in Review

Valley Wealth Managers sold out of Plains All American Pipeline (PAA) in Q2 2025, closing a stake of 392 shares — an estimated $7.84K sold.

Valley Wealth Managers first reported a position in PAA in Q3 2024 and held it in 3 quarters. The position peaked at $7.84K in Q1 2025. 381 funds tracked by Wall St. Rank hold PAA as of Q2 2025.

Valley Wealth Managers reported no remaining Plains All American Pipeline position as of Q2 2025 after selling out during the quarter.
Valley Wealth Managers sold 392 Plains All American Pipeline shares in Q2 2025, an estimated $7.84K.
Valley Wealth Managers first reported a position in Plains All American Pipeline in Q3 2024 and held it in 3 quarters.
Valley Wealth Managers's Plains All American Pipeline position peaked at $7.84K in Q1 2025.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.