Avior Wealth Management’s TC Energy TRP Stock Holding History

Avior 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
2025 Q1	–	Sell	-238	Closed	-$11.1K	–	2208
2024 Q4	$11.1K	Hold	238	–	–	﹤0.01%	1580
2024 Q3	$11.3K	Hold	238	–	–	﹤0.01%	1516
2024 Q2	$9.02K	Sell	238 -1,475	-86%	-$55.9K	﹤0.01%	1542
2024 Q1	$68.9K	Buy	+1,713	New	+$67.6K	﹤0.01%	1107
2020 Q4	–	Sell	-3,757	Closed	-$157K	–	1080
2020 Q3	$157K	Buy	3,757 +1,985	+112%	+$90.8K	0.02%	397
2020 Q2	$75K	Sell	1,772 -2,967	-63%	-$133K	0.01%	463
2020 Q1	$209K	Buy	4,739 +1,378	+41%	+$69.8K	0.04%	336
2019 Q4	$179K	Buy	3,361 +893	+36%	+$45.8K	0.03%	386
2019 Q3	$127K	Buy	+2,468	New	+$123K	0.02%	395
2018 Q1	–	Sell	-51	Closed	-$2K	–	826
2017 Q4	$2K	Hold	51	–	–	﹤0.01%	701
2017 Q3	$3K	Buy	+51	New	+$2.56K	﹤0.01%	433

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 Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Avior Wealth Management's TRP Position: Q1 2025 in Review

Avior Wealth Management sold out of TC Energy (TRP) in Q1 2025, closing a stake of 238 shares — an estimated $11.1K sold.

Avior Wealth Management first reported a position in TRP in Q3 2017 and held it in 11 quarters. The position peaked at $209K in Q1 2020. 607 funds tracked by Wall St. Rank hold TRP as of Q1 2025.

Avior Wealth Management reported no remaining TC Energy position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 238 TC Energy shares in Q1 2025, an estimated $11.1K.
Avior Wealth Management first reported a position in TC Energy in Q3 2017 and held it in 11 quarters.
Avior Wealth Management's TC Energy position peaked at $209K in Q1 2020.
607 funds tracked by Wall St. Rank held TC Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.