FWM
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ForthRight Wealth Management’s TC Energy TRP Stock Holding History

ForthRight Wealth Management’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
Q1 		– Sell
-152
Closed -$6K – 165
2020
Q4 		$6K Buy
+152
New +$6.47K ﹤0.01% 146

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Bank of Montreal
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Vanguard Group
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Capital International Investors
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

ForthRight Wealth Management's TRP Position: Q1 2021 in Review

ForthRight Wealth Management sold out of TC Energy (TRP) in Q1 2021, closing a stake of 152 shares — an estimated $6K sold.

ForthRight Wealth Management first reported a position in TRP in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 521 funds tracked by Wall St. Rank hold TRP as of Q1 2021.

  • ForthRight Wealth Management reported no remaining TC Energy position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 152 TC Energy shares in Q1 2021, an estimated $6K.
  • ForthRight Wealth Management first reported a position in TC Energy in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's TC Energy position peaked at $6K in Q4 2020.
  • 521 funds tracked by Wall St. Rank held TC Energy as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.