High Net Worth Advisory Group’s TC Energy TRP Stock Holding History

High Net Worth Advisory Group’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 Q4	–	Sell	-1,825	Closed	-$74K	–	688
2022 Q3	$74K	Hold	1,825	–	–	0.03%	270
2022 Q2	$95K	Buy	+1,825	New	+$102K	0.04%	244

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

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

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

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

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

High Net Worth Advisory Group's TRP Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of TC Energy (TRP) in Q4 2022, closing a stake of 1,825 shares — an estimated $74K sold.

High Net Worth Advisory Group first reported a position in TRP in Q2 2022 and held it in 2 quarters. The position peaked at $95K in Q2 2022. 543 funds tracked by Wall St. Rank hold TRP as of Q4 2022.

High Net Worth Advisory Group reported no remaining TC Energy position as of Q4 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 1,825 TC Energy shares in Q4 2022, an estimated $74K.
High Net Worth Advisory Group first reported a position in TC Energy in Q2 2022 and held it in 2 quarters.
High Net Worth Advisory Group's TC Energy position peaked at $95K in Q2 2022.
543 funds tracked by Wall St. Rank held TC Energy as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.