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Curi Wealth Management’s TC Energy TRP Stock Holding History

Curi 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
2022
Q3 		– Sell
-101
Closed -$5K – 643
2022
Q2 		$5K Buy
101
+1
+1% +$56 ﹤0.01% 461
2022
Q1 		$5K Buy
+100
New +$5.26K ﹤0.01% 418

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Curi Wealth Management's TRP Position: Q3 2022 in Review

Curi Wealth Management sold out of TC Energy (TRP) in Q3 2022, closing a stake of 101 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in TRP in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 532 funds tracked by Wall St. Rank hold TRP as of Q3 2022.

  • Curi Wealth Management reported no remaining TC Energy position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 101 TC Energy shares in Q3 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in TC Energy in Q1 2022 and held it in 2 quarters.
  • Curi Wealth Management's TC Energy position peaked at $5K in Q2 2022.
  • 532 funds tracked by Wall St. Rank held TC Energy as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.