Williams Jones Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Williams Jones Wealth Management’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
2024 Q4	–	Sell	-15,000	Closed	-$261K	–	528
2024 Q3	$261K	Buy	+15,000	New	+$269K	﹤0.01%	450
2020 Q4	–	Sell	-18,243	Closed	-$109K	–	478
2020 Q3	$109K	Buy	+18,243	New	+$136K	﹤0.01%	413

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Williams Jones Wealth Management's PAA Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Plains All American Pipeline (PAA) in Q4 2024, closing a stake of 15,000 shares — an estimated $261K sold.

Williams Jones Wealth Management first reported a position in PAA in Q3 2020 and held it in 2 quarters. The position peaked at $261K in Q3 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2024.

Williams Jones Wealth Management reported no remaining Plains All American Pipeline position as of Q4 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 15,000 Plains All American Pipeline shares in Q4 2024, an estimated $261K.
Williams Jones Wealth Management first reported a position in Plains All American Pipeline in Q3 2020 and held it in 2 quarters.
Williams Jones Wealth Management's Plains All American Pipeline position peaked at $261K in Q3 2024.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.