Wedbush Securities’s Plains GP Holdings PAGP Stock Holding History

Wedbush Securities’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,672	Closed	-$253K	–	1181
2024 Q3	$253K	Hold	13,672	–	–	0.01%	883
2024 Q2	$257K	Hold	13,672	–	–	0.01%	943
2024 Q1	$250K	Sell	13,672 -91	-0.7%	-$1.53K	0.01%	960
2023 Q4	$220K	Hold	13,763	–	–	0.01%	916
2023 Q3	$222K	Sell	13,763 -2,000	-13%	-$31.5K	0.01%	866
2023 Q2	$234K	Hold	15,763	–	–	0.01%	864
2023 Q1	$207K	Hold	15,763	–	–	0.01%	930
2022 Q4	$196K	Sell	15,763 -500	-3%	-$6.23K	0.01%	923
2022 Q3	$177K	Hold	16,263	–	–	0.01%	916
2022 Q2	$168K	Hold	16,263	–	–	0.01%	953
2022 Q1	$188K	Hold	16,263	–	–	0.01%	1001
2021 Q4	$165K	Sell	16,263 -500	-3%	-$5.38K	0.01%	1084
2021 Q3	$181K	Sell	16,763 -2,476	-13%	-$25.9K	0.01%	1079
2021 Q2	$230K	Buy	+19,239	New	+$205K	0.01%	996

Other funds holding PAGP

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return