WR Wealth Planners’s Plains GP Holdings PAGP Stock Holding History

WR Wealth Planners’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	$11.2K	Hold	608	–	–	﹤0.01%	575
2024 Q3	$11.2K	Buy	608 +1	+0.2%	+$19	﹤0.01%	604
2024 Q2	$11.4K	Buy	607 +1	+0.2%	+$18	﹤0.01%	568
2024 Q1	$11.1K	Buy	+606	New	+$10.2K	﹤0.01%	581
2023 Q4	–	Sell	-563	Closed	-$9.08K	–	645
2023 Q3	$9.08K	Hold	563	–	–	﹤0.01%	591
2023 Q2	$8.35K	Sell	563 -75	-12%	-$1.04K	﹤0.01%	608
2023 Q1	$8.37K	Buy	+638	New	+$8.36K	﹤0.01%	594

Other funds holding PAGP

TCA

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

EIP

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

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

CCM

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

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

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 $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

WR Wealth Planners held its Plains GP Holdings (PAGP) position steady in Q4 2024 at 608 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

WR Wealth Planners first reported a position in PAGP in Q1 2023 and has held it in 7 quarters since. The position peaked at $11.4K in Q2 2024. 304 funds tracked by Wall St. Rank hold PAGP as of Q4 2024.

WR Wealth Planners held 608 shares of Plains GP Holdings worth $11.2K as of Q4 2024.
WR Wealth Planners left its Plains GP Holdings share count unchanged in Q4 2024.
Plains GP Holdings made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #575 holding.
WR Wealth Planners first reported a position in Plains GP Holdings in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Plains GP Holdings position peaked at $11.4K in Q2 2024.
304 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2024.

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