RAFFA WEALTH MANAGEMENT, LLC’s Pembina Pipeline PBA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-53	Closed	-$1.96K	–	1115
2024 Q4	$1.96K	Hold	53	–	–	﹤0.01%	674
2024 Q3	$2.19K	Hold	53	–	–	﹤0.01%	617
2024 Q2	$1.97K	Hold	53	–	–	﹤0.01%	725
2024 Q1	$1.87K	Hold	53	–	–	﹤0.01%	726
2023 Q4	$1.82K	Hold	53	–	–	﹤0.01%	646
2023 Q3	$1.59K	Hold	53	–	–	﹤0.01%	653
2023 Q2	$1.67K	Hold	53	–	–	﹤0.01%	664
2023 Q1	$1.72K	Hold	53	–	–	﹤0.01%	650
2022 Q4	$1.8K	Hold	53	–	–	﹤0.01%	624
2022 Q3	$1.61K	Hold	53	–	–	﹤0.01%	661
2022 Q2	$1.87K	Hold	53	–	–	﹤0.01%	622
2022 Q1	$1.99K	Hold	53	–	–	﹤0.01%	638
2021 Q4	$1.61K	Buy	53 +30	+130%	+$956	﹤0.01%	723
2021 Q3	$729	Hold	23	–	–	﹤0.01%	953
2021 Q2	$731	Hold	23	–	–	﹤0.01%	954
2021 Q1	$663	Buy	+23	New	+$639	﹤0.01%	982
2017 Q1	–	Sell	-10	Closed	-$313	–	718
2016 Q4	$313	Hold	10	–	–	﹤0.01%	858
2016 Q3	$305	Hold	10	–	–	﹤0.01%	842
2016 Q2	$303	Hold	10	–	–	﹤0.01%	829
2016 Q1	$270	Hold	10	–	–	﹤0.01%	812
2015 Q4	$218	Hold	10	–	–	﹤0.01%	826
2015 Q3	$240	Hold	10	–	–	﹤0.01%	816
2015 Q2	$323	Hold	10	–	–	﹤0.01%	807
2015 Q1	$317	Hold	10	–	–	﹤0.01%	796
2014 Q4	$364	Hold	10	–	–	﹤0.01%	738
2014 Q3	$421	Buy	+10	New	+$441	﹤0.01%	736
2014 Q1	–	Sell	-10	Closed	-$364	–	602
2013 Q4	$364	Buy	+10	New	+$329	﹤0.01%	738

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PBA Position: Q1 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Pembina Pipeline (PBA) in Q1 2025, closing a stake of 53 shares — an estimated $1.96K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PBA in Q4 2013 and held it in 27 quarters. The position peaked at $2.19K in Q3 2024. 419 funds tracked by Wall St. Rank hold PBA as of Q1 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Pembina Pipeline position as of Q1 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 53 Pembina Pipeline shares in Q1 2025, an estimated $1.96K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Pembina Pipeline in Q4 2013 and held it in 27 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Pembina Pipeline position peaked at $2.19K in Q3 2024.
419 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2025, filed 27 Jul 2026.