Accel Wealth Management’s TC Energy TRP Stock Holding History

Accel Wealth Management’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 Q2	–	Sell	-461	Closed	-$18K	–	803
2023 Q1	$18K	Sell	461 -236	-34%	-$9.61K	0.01%	746
2022 Q4	$27.8K	Buy	697 +7	+1%	+$304	0.01%	478
2022 Q3	$30K	Buy	690 +7	+1%	+$347	0.02%	468
2022 Q2	$35K	Buy	683 +6	+0.9%	+$335	0.02%	422
2022 Q1	$39K	Buy	677 +6	+0.9%	+$316	0.02%	418
2021 Q4	$31K	Sell	671 -144	-18%	-$7.12K	0.02%	476
2021 Q3	$39K	Buy	815 +7	+0.9%	+$339	0.03%	371
2021 Q2	$40K	Buy	808 +6	+0.7%	+$300	0.03%	388
2021 Q1	$37K	Sell	802 -210	-21%	-$9.31K	0.03%	376
2020 Q4	$41K	Buy	+1,012	New	+$43.1K	0.04%	333

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Accel Wealth Management's TRP Position: Q2 2023 in Review

Accel Wealth Management sold out of TC Energy (TRP) in Q2 2023, closing a stake of 461 shares — an estimated $18K sold.

Accel Wealth Management first reported a position in TRP in Q4 2020 and held it in 10 quarters. The position peaked at $41K in Q4 2020. 515 funds tracked by Wall St. Rank hold TRP as of Q2 2023.

Accel Wealth Management reported no remaining TC Energy position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 461 TC Energy shares in Q2 2023, an estimated $18K.
Accel Wealth Management first reported a position in TC Energy in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's TC Energy position peaked at $41K in Q4 2020.
515 funds tracked by Wall St. Rank held TC Energy as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.