Groesbeck Investment Management’s TC Energy TRP Stock Holding History

Groesbeck Investment 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 Q4	–	Sell	-6,720	Closed	-$231K	–	83
2023 Q3	$231K	Sell	6,720 -271	-4%	-$9.97K	0.35%	75
2023 Q2	$283K	Sell	6,991 -1,516	-18%	-$61.9K	0.43%	65
2023 Q1	$331K	Buy	8,507 +2,100	+33%	+$85.5K	0.5%	64
2022 Q4	$255K	Sell	6,407 -430	-6%	-$18.7K	0.43%	69
2022 Q3	$355K	Hold	6,837	–	–	0.59%	61
2022 Q2	$355K	Hold	6,837	–	–	0.59%	61
2022 Q1	$385K	Buy	6,837 +1,800	+36%	+$94.7K	0.43%	78
2021 Q4	$235K	Sell	5,037 -7,314	-59%	-$362K	0.3%	86
2021 Q3	$594K	Sell	12,351 -249	-2%	-$12.1K	0.69%	54
2021 Q2	$624K	Hold	12,600	–	–	0.8%	48
2021 Q1	$577K	Buy	+12,600	New	+$559K	0.83%	47

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Groesbeck Investment Management's TRP Position: Q4 2023 in Review

Groesbeck Investment Management sold out of TC Energy (TRP) in Q4 2023, closing a stake of 6,720 shares — an estimated $231K sold.

Groesbeck Investment Management first reported a position in TRP in Q1 2021 and held it in 11 quarters. The position peaked at $624K in Q2 2021. 518 funds tracked by Wall St. Rank hold TRP as of Q4 2023.

Groesbeck Investment Management reported no remaining TC Energy position as of Q4 2023 after selling out during the quarter.
Groesbeck Investment Management sold 6,720 TC Energy shares in Q4 2023, an estimated $231K.
Groesbeck Investment Management first reported a position in TC Energy in Q1 2021 and held it in 11 quarters.
Groesbeck Investment Management's TC Energy position peaked at $624K in Q2 2021.
518 funds tracked by Wall St. Rank held TC Energy as of Q4 2023.

Based on Groesbeck Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.