EWM
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Executive Wealth Management’s TC Energy TRP Stock Holding History

Executive 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
2024
Q4 		$434K Hold
9,324
– – 0.03% 175
2024
Q3 		$443K Buy
+9,324
New +$405K 0.03% 182
2019
Q3 		– Sell
-24
Closed -$1K – 729
2019
Q2 		$1K Hold
24
– – ﹤0.01% 873
2019
Q1 		$1K Buy
24
+1
+4% +$43 ﹤0.01% 809
2018
Q4 		$1K Buy
+23
New +$907 ﹤0.01% 857

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Executive Wealth Management's TRP Position: Q4 2024 in Review

Executive Wealth Management held its TC Energy (TRP) position steady in Q4 2024 at 9,324 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #175.

Executive Wealth Management first reported a position in TRP in Q4 2018 and has held it in 5 quarters since. The position peaked at $443K in Q3 2024. 598 funds tracked by Wall St. Rank hold TRP as of Q4 2024.

  • Executive Wealth Management held 9,324 shares of TC Energy worth $434K as of Q4 2024.
  • Executive Wealth Management left its TC Energy share count unchanged in Q4 2024.
  • TC Energy made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #175 holding.
  • Executive Wealth Management first reported a position in TC Energy in Q4 2018 and has held it in 5 quarters since.
  • Executive Wealth Management's TC Energy position peaked at $443K in Q3 2024.
  • 598 funds tracked by Wall St. Rank held TC Energy as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.