Graves Light Lenhart Wealth’s TC Energy TRP Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-490	Closed	-$25K	–	560
2022 Q2	$25K	Hold	490	–	–	﹤0.01%	392
2022 Q1	$28K	Hold	490	–	–	﹤0.01%	430
2021 Q4	$23K	Hold	490	–	–	﹤0.01%	515
2021 Q3	$24K	Hold	490	–	–	﹤0.01%	474
2021 Q2	$24K	Hold	490	–	–	﹤0.01%	476
2021 Q1	$22K	Buy	+490	New	+$21.7K	﹤0.01%	495

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Graves Light Lenhart Wealth's TRP Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of TC Energy (TRP) in Q3 2022, closing a stake of 490 shares — an estimated $25K sold.

Graves Light Lenhart Wealth first reported a position in TRP in Q1 2021 and held it in 6 quarters. The position peaked at $28K in Q1 2022. 532 funds tracked by Wall St. Rank hold TRP as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining TC Energy position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 490 TC Energy shares in Q3 2022, an estimated $25K.
Graves Light Lenhart Wealth first reported a position in TC Energy in Q1 2021 and held it in 6 quarters.
Graves Light Lenhart Wealth's TC Energy position peaked at $28K in Q1 2022.
532 funds tracked by Wall St. Rank held TC Energy as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.