Financial Perspectives’s TC Energy TRP Stock Holding History

Financial Perspectives’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	-500	Closed	-$18.9K	–	688
2024 Q2	$18.9K	Hold	500	–	–	0.01%	389
2024 Q1	$20.1K	Hold	500	–	–	0.01%	378
2023 Q4	$19.5K	Hold	500	–	–	0.01%	381
2023 Q3	$17.2K	Hold	500	–	–	0.01%	379
2023 Q2	$20.2K	Hold	500	–	–	0.01%	365
2023 Q1	$19.5K	Hold	500	–	–	0.01%	360
2022 Q4	$19.9K	Hold	500	–	–	0.01%	359
2022 Q3	$20.1K	Hold	500	–	–	0.01%	346
2022 Q2	$25.9K	Hold	500	–	–	0.01%	314
2022 Q1	$28.2K	Buy	+500	New	+$26.3K	0.01%	323
2021 Q3	–	Sell	-500	Closed	-$24.8K	–	665
2021 Q2	$24.8K	Buy	+500	New	+$25K	0.01%	354
2020 Q3	–	Sell	-500	Closed	-$21.4K	–	567
2020 Q2	$21.4K	Buy	+500	New	+$22.4K	0.02%	265

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Financial Perspectives's TRP Position: Q3 2024 in Review

Financial Perspectives sold out of TC Energy (TRP) in Q3 2024, closing a stake of 500 shares — an estimated $18.9K sold.

Financial Perspectives first reported a position in TRP in Q2 2020 and held it in 12 quarters. The position peaked at $28.2K in Q1 2022. 567 funds tracked by Wall St. Rank hold TRP as of Q3 2024.

Financial Perspectives reported no remaining TC Energy position as of Q3 2024 after selling out during the quarter.
Financial Perspectives sold 500 TC Energy shares in Q3 2024, an estimated $18.9K.
Financial Perspectives first reported a position in TC Energy in Q2 2020 and held it in 12 quarters.
Financial Perspectives's TC Energy position peaked at $28.2K in Q1 2022.
567 funds tracked by Wall St. Rank held TC Energy as of Q3 2024.

Based on Financial Perspectives's 13F filing for Q3 2024, filed 17 Oct 2024.