Cedar Brook Financial Partners’s TC Energy TRP Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-8,600	Closed	-$346K	–	368
2024 Q1	$346K	Buy	8,600 +1,879	+28%	+$74.1K	0.07%	286
2023 Q4	$265K	Buy	6,721 +196	+3%	+$7.14K	0.06%	324
2023 Q3	$225K	Sell	6,525 -3	-0%	-$110	0.06%	323
2023 Q2	$264K	Buy	6,528 +230	+4%	+$9.39K	0.06%	308
2023 Q1	$245K	Hold	6,298	–	–	0.06%	305
2022 Q4	$251K	Buy	6,298 +1,039	+20%	+$45.1K	0.07%	293
2022 Q3	$212K	Buy	5,259 +1,140	+28%	+$56.5K	0.07%	315
2022 Q2	$213K	Buy	+4,119	New	+$230K	0.07%	313

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cedar Brook Financial Partners's TRP Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of TC Energy (TRP) in Q2 2024, closing a stake of 8,600 shares — an estimated $346K sold.

Cedar Brook Financial Partners first reported a position in TRP in Q2 2022 and held it in 8 quarters. The position peaked at $346K in Q1 2024. 527 funds tracked by Wall St. Rank hold TRP as of Q2 2024.

Cedar Brook Financial Partners reported no remaining TC Energy position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 8,600 TC Energy shares in Q2 2024, an estimated $346K.
Cedar Brook Financial Partners first reported a position in TC Energy in Q2 2022 and held it in 8 quarters.
Cedar Brook Financial Partners's TC Energy position peaked at $346K in Q1 2024.
527 funds tracked by Wall St. Rank held TC Energy as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.