BDO Wealth Advisors’s TC Energy TRP Stock Holding History

BDO Wealth 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 Q2	$5.33K	Hold	132	–	–	﹤0.01%	763
2023 Q1	$5.14K	Hold	132	–	–	﹤0.01%	794
2022 Q4	$5.26K	Sell	132 -132	-50%	-$5.72K	﹤0.01%	762
2022 Q3	$11K	Hold	264	–	–	﹤0.01%	696
2022 Q2	$14K	Hold	264	–	–	﹤0.01%	628
2022 Q1	$15K	Sell	264 -35	-12%	-$1.84K	﹤0.01%	654
2021 Q4	$14K	Buy	299 +35	+13%	+$1.73K	﹤0.01%	693
2021 Q3	$13K	Hold	264	–	–	﹤0.01%	689
2021 Q2	$13K	Buy	264 +132	+100%	+$6.6K	﹤0.01%	714
2021 Q1	$6K	Buy	+132	New	+$5.85K	﹤0.01%	829
2018 Q2	–	Sell	-265	Closed	-$11K	–	681
2018 Q1	$11K	Buy	265 +9	+4%	+$404	﹤0.01%	390
2017 Q4	$12K	Hold	256	–	–	0.01%	328
2017 Q3	$13K	Sell	256 -27	-10%	-$1.36K	0.01%	292
2017 Q2	$13K	Buy	+283	New	+$13.3K	0.01%	346

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BDO Wealth Advisors's TRP Position: Q2 2023 in Review

BDO Wealth Advisors held its TC Energy (TRP) position steady in Q2 2023 at 132 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

BDO Wealth Advisors first reported a position in TRP in Q2 2017 and has held it in 14 quarters since. The position peaked at $15K in Q1 2022. 514 funds tracked by Wall St. Rank hold TRP as of Q2 2023.

BDO Wealth Advisors held 132 shares of TC Energy worth $5.33K as of Q2 2023.
BDO Wealth Advisors left its TC Energy share count unchanged in Q2 2023.
TC Energy made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #763 holding.
BDO Wealth Advisors first reported a position in TC Energy in Q2 2017 and has held it in 14 quarters since.
BDO Wealth Advisors's TC Energy position peaked at $15K in Q1 2022.
514 funds tracked by Wall St. Rank held TC Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.