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Aaron Wealth Advisors’s TC Energy TRP Stock Holding History

Aaron Wealth Advisors’s Portfolio TRP Stock Details TRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,522
Closed -$220K – 265
2022
Q4 		$220K Buy
5,522
+522
+10% +$22.6K 0.03% 225
2022
Q3 		$201K Buy
+5,000
New +$248K 0.04% 211

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Aaron Wealth Advisors's TRP Position: Q1 2023 in Review

Aaron Wealth Advisors sold out of TC Energy (TRP) in Q1 2023, closing a stake of 5,522 shares — an estimated $220K sold.

Aaron Wealth Advisors first reported a position in TRP in Q3 2022 and held it in 2 quarters. The position peaked at $220K in Q4 2022. 516 funds tracked by Wall St. Rank hold TRP as of Q1 2023.

  • Aaron Wealth Advisors reported no remaining TC Energy position as of Q1 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 5,522 TC Energy shares in Q1 2023, an estimated $220K.
  • Aaron Wealth Advisors first reported a position in TC Energy in Q3 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's TC Energy position peaked at $220K in Q4 2022.
  • 516 funds tracked by Wall St. Rank held TC Energy as of Q1 2023.

Based on Aaron Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.