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Evermay Wealth Management’s TC Energy TRP Stock Holding History

Evermay 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
2025
Q1 		– Sell
-10
Closed -$472 – 608
2024
Q4 		$472 Buy
+10
New +$473 ﹤0.01% 539

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TIM
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Capital International Investors
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Fidelity International
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Toronto Dominion Bank
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CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
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Evermay Wealth Management's TRP Position: Q1 2025 in Review

Evermay Wealth Management sold out of TC Energy (TRP) in Q1 2025, closing a stake of 10 shares — an estimated $472 sold.

Evermay Wealth Management first reported a position in TRP in Q4 2024 and held it in 1 quarter. The position peaked at $472 in Q4 2024. 605 funds tracked by Wall St. Rank hold TRP as of Q1 2025.

  • Evermay Wealth Management reported no remaining TC Energy position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 10 TC Energy shares in Q1 2025, an estimated $472.
  • Evermay Wealth Management first reported a position in TC Energy in Q4 2024 and held it in 1 quarter.
  • Evermay Wealth Management's TC Energy position peaked at $472 in Q4 2024.
  • 605 funds tracked by Wall St. Rank held TC Energy as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.