Wealthspire Advisors (New York)’s Plains All American Pipeline PAA Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-90,000	Closed	-$1.54M	–	819
2024 Q4	$1.54M	Hold	90,000	–	–	0.02%	290
2024 Q3	$1.56M	Hold	90,000	–	–	0.02%	290
2024 Q2	$1.61M	Sell	90,000 -2,750	-3%	-$48K	0.02%	234
2024 Q1	$1.63M	Sell	92,750 -1,000	-1%	-$16.1K	0.02%	234
2023 Q4	$1.42M	Sell	93,750 -17,250	-16%	-$263K	0.02%	251
2023 Q3	$1.7M	Buy	111,000 +10,000	+10%	+$150K	0.03%	191
2023 Q2	$1.42M	Sell	101,000 -10,000	-9%	-$132K	0.02%	197
2023 Q1	$1.38M	Buy	111,000 +20,000	+22%	+$250K	0.02%	196
2022 Q4	$1.07M	Buy	91,000 +10,000	+12%	+$118K	0.02%	248
2022 Q3	$852K	Buy	81,000 +15,000	+23%	+$167K	0.02%	245
2022 Q2	$648K	Buy	66,000 +15,000	+29%	+$163K	0.01%	284
2022 Q1	$549K	Buy	51,000 +24,700	+94%	+$265K	0.01%	263
2021 Q4	$246K	Sell	26,300 -15,478	-37%	-$156K	0.01%	475
2021 Q3	$425K	Buy	+41,778	New	+$415K	0.01%	390

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

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

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

TCA

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

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

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

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

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

Wealthspire Advisors (New York)'s PAA Position: Q1 2025 in Review

Wealthspire Advisors (New York) sold out of Plains All American Pipeline (PAA) in Q1 2025, closing a stake of 90,000 shares — an estimated $1.54M sold.

Wealthspire Advisors (New York) first reported a position in PAA in Q3 2021 and held it in 14 quarters. The position peaked at $1.7M in Q3 2023. 382 funds tracked by Wall St. Rank hold PAA as of Q1 2025.

Wealthspire Advisors (New York) reported no remaining Plains All American Pipeline position as of Q1 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 90,000 Plains All American Pipeline shares in Q1 2025, an estimated $1.54M.
Wealthspire Advisors (New York) first reported a position in Plains All American Pipeline in Q3 2021 and held it in 14 quarters.
Wealthspire Advisors (New York)'s Plains All American Pipeline position peaked at $1.7M in Q3 2023.
382 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2025, filed 9 May 2025.