Insigneo Advisory Services’s TC Energy TRP Stock Holding History

Insigneo Advisory Services’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	–	Sell	-7,831	Closed	-$320K	–	641
2024 Q1	$320K	Sell	7,831 -1,678	-18%	-$66.2K	0.04%	364
2023 Q4	$379K	Sell	9,509 -43	-0.5%	-$1.57K	0.05%	286
2023 Q3	$337K	Buy	+9,552	New	+$352K	0.07%	263

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

Insigneo Advisory Services's TRP Position: Q2 2024 in Review

Insigneo Advisory Services sold out of TC Energy (TRP) in Q2 2024, closing a stake of 7,831 shares — an estimated $320K sold.

Insigneo Advisory Services first reported a position in TRP in Q3 2023 and held it in 3 quarters. The position peaked at $379K in Q4 2023. 527 funds tracked by Wall St. Rank hold TRP as of Q2 2024.

Insigneo Advisory Services reported no remaining TC Energy position as of Q2 2024 after selling out during the quarter.
Insigneo Advisory Services sold 7,831 TC Energy shares in Q2 2024, an estimated $320K.
Insigneo Advisory Services first reported a position in TC Energy in Q3 2023 and held it in 3 quarters.
Insigneo Advisory Services's TC Energy position peaked at $379K in Q4 2023.
527 funds tracked by Wall St. Rank held TC Energy as of Q2 2024.

Based on Insigneo Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.