Atlas Capital Advisors’s TC Energy TRP Stock Holding History

Atlas Capital 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	-413	Closed	-$16.5K	–	958
2022 Q4	$16.5K	Sell	413 -96	-19%	-$4.16K	﹤0.01%	679
2022 Q3	$20.5K	Sell	509 -300	-37%	-$14.9K	﹤0.01%	652
2022 Q2	$41.9K	Sell	809 -3,585	-82%	-$200K	0.01%	590
2022 Q1	$248K	Sell	4,394 -124	-3%	-$6.53K	0.04%	316
2021 Q4	$210K	Hold	4,518	–	–	0.03%	349
2021 Q3	$217K	Hold	4,518	–	–	0.03%	332
2021 Q2	$224K	Sell	4,518 -2,618	-37%	-$131K	0.04%	339
2021 Q1	$326K	Buy	7,136 +4,456	+166%	+$198K	0.06%	248
2020 Q4	$109K	Buy	+2,680	New	+$114K	0.02%	381
2020 Q3	–	Sell	-1,238	Closed	-$53.1K	–	570
2020 Q2	$53.1K	Sell	1,238 -256	-17%	-$11.5K	0.01%	470
2020 Q1	$66.2K	Sell	1,494 -12,804	-90%	-$649K	0.02%	406
2019 Q4	$762K	Sell	14,298 -865	-6%	-$44.4K	0.19%	138
2019 Q3	$785K	Buy	15,163 +11,175	+280%	+$558K	0.24%	125
2019 Q2	$197K	Buy	3,988 +1,992	+100%	+$95.5K	0.06%	295
2019 Q1	$89.7K	Buy	+1,996	New	+$85.8K	0.03%	365

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Atlas Capital Advisors's TRP Position: Q1 2023 in Review

Atlas Capital Advisors sold out of TC Energy (TRP) in Q1 2023, closing a stake of 413 shares — an estimated $16.5K sold.

Atlas Capital Advisors first reported a position in TRP in Q1 2019 and held it in 15 quarters. The position peaked at $785K in Q3 2019. 516 funds tracked by Wall St. Rank hold TRP as of Q1 2023.

Atlas Capital Advisors reported no remaining TC Energy position as of Q1 2023 after selling out during the quarter.
Atlas Capital Advisors sold 413 TC Energy shares in Q1 2023, an estimated $16.5K.
Atlas Capital Advisors first reported a position in TC Energy in Q1 2019 and held it in 15 quarters.
Atlas Capital Advisors's TC Energy position peaked at $785K in Q3 2019.
516 funds tracked by Wall St. Rank held TC Energy as of Q1 2023.

Based on Atlas Capital Advisors's 13F filing for Q1 2023, filed 16 May 2023.