Endurance Wealth Management’s TC Energy TRP Stock Holding History

Endurance 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	$4K	Hold	87	–	–	﹤0.01%	564
2023 Q1	$3K	Hold	87	–	–	﹤0.01%	589
2022 Q4	$3K	Hold	87	–	–	﹤0.01%	574
2022 Q3	$4K	Hold	87	–	–	﹤0.01%	534
2022 Q2	$5K	Hold	87	–	–	﹤0.01%	534
2022 Q1	$5K	Hold	87	–	–	﹤0.01%	558
2021 Q4	$4K	Hold	87	–	–	﹤0.01%	557
2021 Q3	$4K	Hold	87	–	–	﹤0.01%	566
2021 Q2	$4K	Hold	87	–	–	﹤0.01%	574
2021 Q1	$4K	Buy	+87	New	+$3.86K	﹤0.01%	578

Other funds holding TRP

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Endurance Wealth Management's TRP Position: Q2 2023 in Review

Endurance Wealth Management held its TC Energy (TRP) position steady in Q2 2023 at 87 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Endurance Wealth Management first reported a position in TRP in Q1 2021 and has held it in 10 quarters since. The position peaked at $5K in Q2 2022. 515 funds tracked by Wall St. Rank hold TRP as of Q2 2023.

Endurance Wealth Management held 87 shares of TC Energy worth $4K as of Q2 2023.
Endurance Wealth Management left its TC Energy share count unchanged in Q2 2023.
TC Energy made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #564 holding.
Endurance Wealth Management first reported a position in TC Energy in Q1 2021 and has held it in 10 quarters since.
Endurance Wealth Management's TC Energy position peaked at $5K in Q2 2022.
515 funds tracked by Wall St. Rank held TC Energy as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.