BWM
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Baystate Wealth Management’s TC Energy TRP Stock Holding History

Baystate 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
2023
Q4 		$19.5K Buy
+500
New +$18.2K ﹤0.01% 565
2017
Q4 		– Sell
-1
Closed -$1K – 684
2017
Q3 		$1K Buy
+1
New +$50 ﹤0.01% 594

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Baystate Wealth Management's TRP Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in TC Energy (TRP) in Q4 2023: 500 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in TRP as recently as Q3 2017.

Baystate Wealth Management first reported a position in TRP in Q3 2017 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold TRP as of Q4 2023.

  • Baystate Wealth Management held 500 shares of TC Energy worth $19.5K as of Q4 2023.
  • TC Energy was a new Baystate Wealth Management position in Q4 2023.
  • TC Energy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #565 holding.
  • Baystate Wealth Management first reported a position in TC Energy in Q3 2017 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held TC Energy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.