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BKM Wealth Management’s TC Energy TRP Stock Holding History

BKM 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
2024
Q1 		– Sell
-45
Closed -$1.76K – 522
2023
Q4 		$1.76K Buy
+45
New +$1.64K ﹤0.01% 565

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BKM Wealth Management's TRP Position: Q1 2024 in Review

BKM Wealth Management sold out of TC Energy (TRP) in Q1 2024, closing a stake of 45 shares — an estimated $1.76K sold.

BKM Wealth Management first reported a position in TRP in Q4 2023 and held it in 1 quarter. The position peaked at $1.76K in Q4 2023. 516 funds tracked by Wall St. Rank hold TRP as of Q1 2024.

  • BKM Wealth Management reported no remaining TC Energy position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 45 TC Energy shares in Q1 2024, an estimated $1.76K.
  • BKM Wealth Management first reported a position in TC Energy in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's TC Energy position peaked at $1.76K in Q4 2023.
  • 516 funds tracked by Wall St. Rank held TC Energy as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.