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Beaird Harris Wealth Management’s TC Energy TRP Stock Holding History

Beaird Harris 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
-307
Closed -$14.3K – 537
2024
Q4 		$14.3K Buy
+307
New +$14.5K ﹤0.01% 331

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Beaird Harris Wealth Management's TRP Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of TC Energy (TRP) in Q1 2025, closing a stake of 307 shares — an estimated $14.3K sold.

Beaird Harris Wealth Management first reported a position in TRP in Q4 2024 and held it in 1 quarter. The position peaked at $14.3K in Q4 2024. 605 funds tracked by Wall St. Rank hold TRP as of Q1 2025.

  • Beaird Harris Wealth Management reported no remaining TC Energy position as of Q1 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 307 TC Energy shares in Q1 2025, an estimated $14.3K.
  • Beaird Harris Wealth Management first reported a position in TC Energy in Q4 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's TC Energy position peaked at $14.3K in Q4 2024.
  • 605 funds tracked by Wall St. Rank held TC Energy as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.