WR Wealth Planners’s Plains All American Pipeline PAA Stock Holding History

WR Wealth Planners’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	$36.7K	Hold	2,150	–	–	0.01%	356
2024 Q3	$37.3K	Hold	2,150	–	–	0.01%	379
2024 Q2	$38.4K	Sell	2,150 -1,000	-32%	-$17.5K	0.01%	359
2024 Q1	$55.3K	Buy	+3,150	New	+$50.9K	0.02%	318
2023 Q4	–	Sell	-3,150	Closed	-$48.3K	–	643
2023 Q3	$48.3K	Hold	3,150	–	–	0.02%	318
2023 Q2	$44.4K	Hold	3,150	–	–	0.02%	334
2023 Q1	$39.3K	Buy	+3,150	New	+$39.3K	0.02%	347

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

TCA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

WR Wealth Planners's PAA Position: Q4 2024 in Review

WR Wealth Planners held its Plains All American Pipeline (PAA) position steady in Q4 2024 at 2,150 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #356.

WR Wealth Planners first reported a position in PAA in Q1 2023 and has held it in 7 quarters since. The position peaked at $55.3K in Q1 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q4 2024.

WR Wealth Planners held 2,150 shares of Plains All American Pipeline worth $36.7K as of Q4 2024.
WR Wealth Planners left its Plains All American Pipeline share count unchanged in Q4 2024.
Plains All American Pipeline made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #356 holding.
WR Wealth Planners first reported a position in Plains All American Pipeline in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Plains All American Pipeline position peaked at $55.3K in Q1 2024.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.