Fiduciary Planning’s TC Energy TRP Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-48	Closed	-$2K	–	240
2021 Q1	$2K	Buy	+48	New	+$2.13K	﹤0.01%	234

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fiduciary Planning's TRP Position: Q2 2021 in Review

Fiduciary Planning sold out of TC Energy (TRP) in Q2 2021, closing a stake of 48 shares — an estimated $2K sold.

Fiduciary Planning first reported a position in TRP in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 514 funds tracked by Wall St. Rank hold TRP as of Q2 2021.

Fiduciary Planning reported no remaining TC Energy position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 48 TC Energy shares in Q2 2021, an estimated $2K.
Fiduciary Planning first reported a position in TC Energy in Q1 2021 and held it in 1 quarter.
Fiduciary Planning's TC Energy position peaked at $2K in Q1 2021.
514 funds tracked by Wall St. Rank held TC Energy as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.