ICA Group Wealth Management’s TC Energy TRP Stock Holding History

ICA Group Wealth 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
2024 Q2	$6.23K	Sell	164 -131	-44%	-$4.97K	﹤0.01%	555
2024 Q1	$11.9K	Buy	295 +2	+0.7%	+$79	﹤0.01%	856
2023 Q4	$11.4K	Buy	+293	New	+$10.7K	﹤0.01%	846
2023 Q3	–	Sell	-1,263	Closed	-$51.1K	–	1141
2023 Q2	$51.1K	Sell	1,263 -187	-13%	-$7.63K	0.01%	489
2023 Q1	$56.4K	Buy	1,450 +279	+24%	+$11.4K	0.01%	464
2022 Q4	$46.7K	Buy	+1,171	New	+$50.8K	0.01%	527

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

ICA Group Wealth Management's TRP Position: Q2 2024 in Review

ICA Group Wealth Management reduced its TC Energy (TRP) stake by 44% in Q2 2024, selling an estimated $4.97K and leaving 164 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

ICA Group Wealth Management first reported a position in TRP in Q4 2022 and has held it in 6 quarters since. The position peaked at $56.4K in Q1 2023. 527 funds tracked by Wall St. Rank hold TRP as of Q2 2024.

ICA Group Wealth Management held 164 shares of TC Energy worth $6.23K as of Q2 2024.
ICA Group Wealth Management sold 131 TC Energy shares in Q2 2024, an estimated $4.97K.
TC Energy made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #555 holding.
ICA Group Wealth Management first reported a position in TC Energy in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's TC Energy position peaked at $56.4K in Q1 2023.
527 funds tracked by Wall St. Rank held TC Energy as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.