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Focus Partners Advisor Solutions’s TC Energy TRP Stock Holding History

Focus Partners Advisor Solutions’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
-5,502
Closed -$209K – 774
2024
Q2 		$209K Sell
5,502
-1,681
-23% -$63.7K 0.01% 595
2024
Q1 		$289K Buy
+7,183
New +$283K 0.01% 478

Other funds holding TRP

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

Focus Partners Advisor Solutions's TRP Position: Q3 2024 in Review

Focus Partners Advisor Solutions sold out of TC Energy (TRP) in Q3 2024, closing a stake of 5,502 shares — an estimated $209K sold.

Focus Partners Advisor Solutions first reported a position in TRP in Q1 2024 and held it in 2 quarters. The position peaked at $289K in Q1 2024. 567 funds tracked by Wall St. Rank hold TRP as of Q3 2024.

  • Focus Partners Advisor Solutions reported no remaining TC Energy position as of Q3 2024 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 5,502 TC Energy shares in Q3 2024, an estimated $209K.
  • Focus Partners Advisor Solutions first reported a position in TC Energy in Q1 2024 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's TC Energy position peaked at $289K in Q1 2024.
  • 567 funds tracked by Wall St. Rank held TC Energy as of Q3 2024.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.