Halbert Hargrove Global Advisors’s TC Energy TRP Stock Holding History

Halbert Hargrove Global Advisors’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
2025 Q2	–	Sell	-82	Closed	-$3.87K	–	621
2025 Q1	$3.87K	Buy	+82	New	+$3.82K	﹤0.01%	334

Other funds holding TRP

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Halbert Hargrove Global Advisors's TRP Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of TC Energy (TRP) in Q2 2025, closing a stake of 82 shares — an estimated $3.87K sold.

Halbert Hargrove Global Advisors first reported a position in TRP in Q1 2025 and held it in 1 quarter. The position peaked at $3.87K in Q1 2025. 607 funds tracked by Wall St. Rank hold TRP as of Q2 2025.

Halbert Hargrove Global Advisors reported no remaining TC Energy position as of Q2 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 82 TC Energy shares in Q2 2025, an estimated $3.87K.
Halbert Hargrove Global Advisors first reported a position in TC Energy in Q1 2025 and held it in 1 quarter.
Halbert Hargrove Global Advisors's TC Energy position peaked at $3.87K in Q1 2025.
607 funds tracked by Wall St. Rank held TC Energy as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.