B. Riley Wealth Management’s TC Energy TRP Stock Holding History

B. Riley 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
2022 Q2	$359K	Sell	6,924 -1,792	-21%	-$100K	0.04%	382
2022 Q1	$492K	Buy	8,716 +617	+8%	+$32.5K	0.04%	330
2021 Q4	$377K	Buy	8,099 +300	+4%	+$14.8K	0.03%	411
2021 Q3	$375K	Sell	7,799 -2,102	-21%	-$102K	0.03%	399
2021 Q2	$490K	Sell	9,901 -5,370	-35%	-$269K	0.05%	235
2021 Q1	$699K	Buy	+15,271	New	+$677K	0.08%	191
2015 Q3	–	Sell	-100	Closed	-$4K	–	696
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	893
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	895
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	884
2014 Q3	$5K	Hold	100	–	–	﹤0.01%	908
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	967
2014 Q1	$5K	Buy	+100	New	+$4.44K	﹤0.01%	891

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

B. Riley Wealth Management's TRP Position: Q2 2022 in Review

B. Riley Wealth Management reduced its TC Energy (TRP) stake by 21% in Q2 2022, selling an estimated $100K and leaving 6,924 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #382.

B. Riley Wealth Management first reported a position in TRP in Q1 2014 and has held it in 12 quarters since. The position peaked at $699K in Q1 2021. 538 funds tracked by Wall St. Rank hold TRP as of Q2 2022.

B. Riley Wealth Management held 6,924 shares of TC Energy worth $359K as of Q2 2022.
B. Riley Wealth Management sold 1,792 TC Energy shares in Q2 2022, an estimated $100K.
TC Energy made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #382 holding.
B. Riley Wealth Management first reported a position in TC Energy in Q1 2014 and has held it in 12 quarters since.
B. Riley Wealth Management's TC Energy position peaked at $699K in Q1 2021.
538 funds tracked by Wall St. Rank held TC Energy as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.