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Axxcess Wealth Management’s TC Energy TRP Stock Holding History

Axxcess 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
2024
Q2 		– Sell
-6,219
Closed -$250K – 945
2024
Q1 		$250K Sell
6,219
-7,700
-55% -$304K 0.01% 737
2023
Q4 		$544K Buy
+13,919
New +$507K 0.02% 493

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

Axxcess Wealth Management's TRP Position: Q2 2024 in Review

Axxcess Wealth Management sold out of TC Energy (TRP) in Q2 2024, closing a stake of 6,219 shares — an estimated $250K sold.

Axxcess Wealth Management first reported a position in TRP in Q4 2023 and held it in 2 quarters. The position peaked at $544K in Q4 2023. 527 funds tracked by Wall St. Rank hold TRP as of Q2 2024.

  • Axxcess Wealth Management reported no remaining TC Energy position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,219 TC Energy shares in Q2 2024, an estimated $250K.
  • Axxcess Wealth Management first reported a position in TC Energy in Q4 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's TC Energy position peaked at $544K in Q4 2023.
  • 527 funds tracked by Wall St. Rank held TC Energy as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.