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Financial Network Wealth Advisors’s TC Energy TRP Stock Holding History

Financial Network Wealth Advisors’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
Q3 		– Sell
-245
Closed -$9.29K – 994
2024
Q2 		$9.29K Buy
+245
New +$9.29K 0.01% 505

Other funds holding TRP

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Financial Network Wealth Advisors's TRP Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of TC Energy (TRP) in Q3 2024, closing a stake of 245 shares — an estimated $9.29K sold.

Financial Network Wealth Advisors first reported a position in TRP in Q2 2024 and held it in 1 quarter. The position peaked at $9.29K in Q2 2024. 567 funds tracked by Wall St. Rank hold TRP as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining TC Energy position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 245 TC Energy shares in Q3 2024, an estimated $9.29K.
  • Financial Network Wealth Advisors first reported a position in TC Energy in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's TC Energy position peaked at $9.29K in Q2 2024.
  • 567 funds tracked by Wall St. Rank held TC Energy as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.