West Paces Advisors’s Pembina Pipeline PBA Stock Holding History

West Paces Advisors’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
2023 Q1	–	Sell	-31	Closed	-$1.05K	–	578
2022 Q4	$1.05K	Hold	31	–	–	﹤0.01%	473
2022 Q3	$941	Hold	31	–	–	﹤0.01%	472
2022 Q2	$1.1K	Hold	31	–	–	﹤0.01%	517
2022 Q1	$1.17K	Hold	31	–	–	﹤0.01%	521
2021 Q4	$940	Buy	+31	New	+$988	﹤0.01%	549

Other funds holding PBA

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

West Paces Advisors's PBA Position: Q1 2023 in Review

West Paces Advisors sold out of Pembina Pipeline (PBA) in Q1 2023, closing a stake of 31 shares — an estimated $1.05K sold.

West Paces Advisors first reported a position in PBA in Q4 2021 and held it in 5 quarters. The position peaked at $1.17K in Q1 2022. 370 funds tracked by Wall St. Rank hold PBA as of Q1 2023.

West Paces Advisors reported no remaining Pembina Pipeline position as of Q1 2023 after selling out during the quarter.
West Paces Advisors sold 31 Pembina Pipeline shares in Q1 2023, an estimated $1.05K.
West Paces Advisors first reported a position in Pembina Pipeline in Q4 2021 and held it in 5 quarters.
West Paces Advisors's Pembina Pipeline position peaked at $1.17K in Q1 2022.
370 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2023.

Based on West Paces Advisors's 13F filing for Q1 2023, filed 18 Dec 2023.