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Fernwood Investment Management’s TC Energy TRP Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-140
Closed -$5.63K – 653
2024
Q1 		$5.63K Buy
+140
New +$5.52K ﹤0.01% 628

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Fernwood Investment Management's TRP Position: Q2 2024 in Review

Fernwood Investment Management sold out of TC Energy (TRP) in Q2 2024, closing a stake of 140 shares — an estimated $5.63K sold.

Fernwood Investment Management first reported a position in TRP in Q1 2024 and held it in 1 quarter. The position peaked at $5.63K in Q1 2024. 526 funds tracked by Wall St. Rank hold TRP as of Q2 2024.

  • Fernwood Investment Management reported no remaining TC Energy position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 140 TC Energy shares in Q2 2024, an estimated $5.63K.
  • Fernwood Investment Management first reported a position in TC Energy in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's TC Energy position peaked at $5.63K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held TC Energy as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.