Cary Street Partners Investment Advisory’s TC Energy TRP Stock Holding History

Cary Street Partners Investment Advisory’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	–	Sell	-87	Closed	-$2.99K	–	1711
2023 Q3	$2.99K	Buy	+87	New	+$3.2K	﹤0.01%	1600
2023 Q1	–	Sell	-379	Closed	-$15.1K	–	1726
2022 Q4	$15.1K	Buy	+379	New	+$16.4K	﹤0.01%	1042

Other funds holding TRP

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

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

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's TRP Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of TC Energy (TRP) in Q4 2023, closing a stake of 87 shares — an estimated $2.99K sold.

Cary Street Partners Investment Advisory first reported a position in TRP in Q4 2022 and held it in 2 quarters. The position peaked at $15.1K in Q4 2022. 518 funds tracked by Wall St. Rank hold TRP as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining TC Energy position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 87 TC Energy shares in Q4 2023, an estimated $2.99K.
Cary Street Partners Investment Advisory first reported a position in TC Energy in Q4 2022 and held it in 2 quarters.
Cary Street Partners Investment Advisory's TC Energy position peaked at $15.1K in Q4 2022.
518 funds tracked by Wall St. Rank held TC Energy as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.