Gradient Investments’s TC Energy TRP Stock Holding History

Gradient Investments’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 Q2	–	Hold	0	–	–	–	1359
2024 Q1	–	Sell	-280	Closed	-$11K	–	1197
2023 Q4	$10.9K	Hold	280	–	–	﹤0.01%	824
2023 Q3	$9.63K	Hold	280	–	–	﹤0.01%	817
2023 Q2	$11.3K	Sell	280 -30	-10%	-$1.23K	﹤0.01%	790
2023 Q1	$12.1K	Buy	310 +30	+11%	+$1.22K	﹤0.01%	765
2022 Q4	$11.2K	Sell	280 -20	-7%	-$867	﹤0.01%	786
2022 Q3	$12K	Buy	300 +20	+7%	+$992	﹤0.01%	768
2022 Q2	$15K	Hold	280	–	–	﹤0.01%	702
2022 Q1	$16K	Hold	280	–	–	﹤0.01%	694
2021 Q4	$13K	Hold	280	–	–	﹤0.01%	749
2021 Q3	$13K	Sell	280 -38	-12%	-$1.84K	﹤0.01%	727
2021 Q2	$16K	Buy	318 +38	+14%	+$1.9K	﹤0.01%	675
2021 Q1	$13K	Buy	+280	New	+$12.4K	﹤0.01%	711
2018 Q4	–	Sell	-116	Closed	-$5K	–	1089
2018 Q3	$5K	Sell	116 -120	-51%	-$5.2K	﹤0.01%	748
2018 Q2	$10K	Hold	236	–	–	﹤0.01%	616
2018 Q1	$10K	Buy	+236	New	+$10.6K	﹤0.01%	639
2013 Q3	–	Sell	-53	Closed	-$2K	–	590
2013 Q2	$2K	Buy	+53	New	+$2.5K	﹤0.01%	373

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

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

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

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

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

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

Gradient Investments's TRP Position: Q2 2024 in Review

Gradient Investments held its TC Energy (TRP) position steady in Q2 2024 at 0 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Gradient Investments first reported a position in TRP in Q2 2013 and has held it in 16 quarters since. The position peaked at $16K in Q1 2022. 527 funds tracked by Wall St. Rank hold TRP as of Q2 2024.

Gradient Investments held 0 shares of TC Energy worth $16 as of Q2 2024.
Gradient Investments left its TC Energy share count unchanged in Q2 2024.
TC Energy made up ﹤0.01% of Gradient Investments's portfolio in Q2 2024, its #1359 holding.
Gradient Investments first reported a position in TC Energy in Q2 2013 and has held it in 16 quarters since.
Gradient Investments's TC Energy position peaked at $16K in Q1 2022.
527 funds tracked by Wall St. Rank held TC Energy as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.