GDS Wealth Management’s TC Energy TRP Stock Holding History

GDS 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
2023 Q1	–	Sell	-5,271	Closed	-$210K	–	121
2022 Q4	$210K	Sell	5,271 -246	-4%	-$10.7K	0.04%	112
2022 Q3	$222K	Sell	5,517 -67	-1%	-$3.32K	0.05%	99
2022 Q2	$289K	Sell	5,584 -3	-0.1%	-$167	0.06%	94
2022 Q1	$320K	Sell	5,587 -10	-0.2%	-$526	0.07%	92
2021 Q4	$261K	Buy	+5,597	New	+$277K	0.06%	95

Other funds holding TRP

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

GDS Wealth Management's TRP Position: Q1 2023 in Review

GDS Wealth Management sold out of TC Energy (TRP) in Q1 2023, closing a stake of 5,271 shares — an estimated $210K sold.

GDS Wealth Management first reported a position in TRP in Q4 2021 and held it in 5 quarters. The position peaked at $320K in Q1 2022. 516 funds tracked by Wall St. Rank hold TRP as of Q1 2023.

GDS Wealth Management reported no remaining TC Energy position as of Q1 2023 after selling out during the quarter.
GDS Wealth Management sold 5,271 TC Energy shares in Q1 2023, an estimated $210K.
GDS Wealth Management first reported a position in TC Energy in Q4 2021 and held it in 5 quarters.
GDS Wealth Management's TC Energy position peaked at $320K in Q1 2022.
516 funds tracked by Wall St. Rank held TC Energy as of Q1 2023.

Based on GDS Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.