AWM
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Adams Wealth Management’s TC Energy TRP Stock Holding History

Adams 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
2020
Q4 		– Sell
-107
Closed -$4K – 309
2020
Q3 		$4K Buy
+107
New +$4.89K ﹤0.01% 247

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Adams Wealth Management's TRP Position: Q4 2020 in Review

Adams Wealth Management sold out of TC Energy (TRP) in Q4 2020, closing a stake of 107 shares — an estimated $4K sold.

Adams Wealth Management first reported a position in TRP in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 477 funds tracked by Wall St. Rank hold TRP as of Q4 2020.

  • Adams Wealth Management reported no remaining TC Energy position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 107 TC Energy shares in Q4 2020, an estimated $4K.
  • Adams Wealth Management first reported a position in TC Energy in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's TC Energy position peaked at $4K in Q3 2020.
  • 477 funds tracked by Wall St. Rank held TC Energy as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.