IPW
TRP icon

Impact Partnership Wealth’s TC Energy TRP Stock Holding History

Impact Partnership 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
2023
Q3 		– Sell
-470
Closed -$19K – 1205
2023
Q2 		$19K Buy
+470
New +$19.2K 0.01% 345

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Impact Partnership Wealth's TRP Position: Q3 2023 in Review

Impact Partnership Wealth sold out of TC Energy (TRP) in Q3 2023, closing a stake of 470 shares — an estimated $19K sold.

Impact Partnership Wealth first reported a position in TRP in Q2 2023 and held it in 1 quarter. The position peaked at $19K in Q2 2023. 500 funds tracked by Wall St. Rank hold TRP as of Q3 2023.

  • Impact Partnership Wealth reported no remaining TC Energy position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 470 TC Energy shares in Q3 2023, an estimated $19K.
  • Impact Partnership Wealth first reported a position in TC Energy in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's TC Energy position peaked at $19K in Q2 2023.
  • 500 funds tracked by Wall St. Rank held TC Energy as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.