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Wagner Wealth Management (South Carolina)’s Pembina Pipeline PBA Stock Holding History

Wagner Wealth Management (South Carolina)’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
2021
Q2 		– Sell
-500
Closed -$14K – 709
2021
Q1 		$14K Buy
+500
New +$13.9K 0.01% 413

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PBA Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Pembina Pipeline (PBA) in Q2 2021, closing a stake of 500 shares — an estimated $14K sold.

Wagner Wealth Management (South Carolina) first reported a position in PBA in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 327 funds tracked by Wall St. Rank hold PBA as of Q2 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Pembina Pipeline position as of Q2 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 500 Pembina Pipeline shares in Q2 2021, an estimated $14K.
  • Wagner Wealth Management (South Carolina) first reported a position in Pembina Pipeline in Q1 2021 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Pembina Pipeline position peaked at $14K in Q1 2021.
  • 327 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.