Zullo Investment Group’s Plains All American Pipeline PAA Stock Holding History

Zullo Investment Group’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
2023 Q1	–	Sell	-500	Closed	-$5.88K	–	525
2022 Q4	$5.88K	Hold	500	–	–	﹤0.01%	572
2022 Q3	$5K	Hold	500	–	–	﹤0.01%	604
2022 Q2	$5K	Hold	500	–	–	﹤0.01%	630
2022 Q1	$5K	Hold	500	–	–	﹤0.01%	662
2021 Q4	$5K	Buy	+500	New	+$5.02K	﹤0.01%	662

Other funds holding PAA

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Zullo Investment Group's PAA Position: Q1 2023 in Review

Zullo Investment Group sold out of Plains All American Pipeline (PAA) in Q1 2023, closing a stake of 500 shares — an estimated $5.88K sold.

Zullo Investment Group first reported a position in PAA in Q4 2021 and held it in 5 quarters. The position peaked at $5.88K in Q4 2022. 331 funds tracked by Wall St. Rank hold PAA as of Q1 2023.

Zullo Investment Group reported no remaining Plains All American Pipeline position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 500 Plains All American Pipeline shares in Q1 2023, an estimated $5.88K.
Zullo Investment Group first reported a position in Plains All American Pipeline in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Plains All American Pipeline position peaked at $5.88K in Q4 2022.
331 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.