First Heartland Consultants’s TC Energy TRP Stock Holding History

First Heartland Consultants’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	–	Sell	-11,731	Closed	-$558K	–	506
2024 Q3	$558K	Sell	11,731 -55,200	-82%	-$2.4M	0.06%	218
2024 Q2	$2.54M	Buy	66,931 +2,320	+4%	+$88K	0.18%	91
2024 Q1	$2.6M	Sell	64,611 -11,882	-16%	-$469K	0.27%	91
2023 Q4	$3M	Buy	76,493 +38,480	+101%	+$1.4M	0.36%	69
2023 Q3	$1.31M	Buy	+38,013	New	+$1.4M	0.17%	123
2023 Q2	–	Sell	-12,142	Closed	-$472K	–	403
2023 Q1	$472K	Buy	12,142 +2,049	+20%	+$83.4K	0.07%	204
2022 Q4	$402K	Buy	+10,093	New	+$438K	0.06%	234

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

First Heartland Consultants's TRP Position: Q4 2024 in Review

First Heartland Consultants sold out of TC Energy (TRP) in Q4 2024, closing a stake of 11,731 shares — an estimated $558K sold.

First Heartland Consultants first reported a position in TRP in Q4 2022 and held it in 7 quarters. The position peaked at $3M in Q4 2023. 599 funds tracked by Wall St. Rank hold TRP as of Q4 2024.

First Heartland Consultants reported no remaining TC Energy position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 11,731 TC Energy shares in Q4 2024, an estimated $558K.
First Heartland Consultants first reported a position in TC Energy in Q4 2022 and held it in 7 quarters.
First Heartland Consultants's TC Energy position peaked at $3M in Q4 2023.
599 funds tracked by Wall St. Rank held TC Energy as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.