BerganKDV Wealth Management’s TC Energy TRP Stock Holding History

BerganKDV 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 Q2	$851K	Sell	21,061 -808	-4%	-$33K	0.09%	140
2023 Q1	$851K	Buy	21,869 +746	+4%	+$30.4K	0.09%	138
2022 Q4	$842K	Sell	21,123 -2,751	-12%	-$119K	0.09%	137
2022 Q3	$962K	Buy	23,874 +1,816	+8%	+$90K	0.12%	122
2022 Q2	$1.14M	Buy	22,058 +84	+0.4%	+$4.69K	0.13%	124
2022 Q1	$1.24M	Buy	21,974 +2,162	+11%	+$114K	0.13%	118
2021 Q4	$922K	Buy	19,812 +52	+0.3%	+$2.57K	0.1%	137
2021 Q3	$950K	Buy	19,760 +742	+4%	+$36K	0.11%	124
2021 Q2	$942K	Buy	19,018 +296	+2%	+$14.8K	0.11%	122
2021 Q1	$857K	Buy	18,722 +351	+2%	+$15.6K	0.11%	124
2020 Q4	$748K	Buy	18,371 +307	+2%	+$13.1K	0.11%	121
2020 Q3	$759K	Buy	+18,064	New	+$826K	0.12%	119
2019 Q2	–	Sell	-3,000	Closed	-$135K	–	772
2019 Q1	$135K	Hold	3,000	–	–	0.03%	250
2018 Q4	$107K	Sell	3,000 -500	-14%	-$19.7K	0.03%	228
2018 Q3	$142K	Hold	3,500	–	–	0.03%	225
2018 Q2	$151K	Buy	+3,500	New	+$149K	0.03%	217

Other funds holding TRP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Capital World Investors

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

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Capital Research Global Investors

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Canada Pension Plan Investment Board

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

Mackenzie Financial

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