Intrua Financial’s TC Energy TRP Stock Holding History

Intrua Financial’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 Q4	–	Sell	-13,023	Closed	-$619K	–	397
2024 Q3	$619K	Sell	13,023 -1,294	-9%	-$56.2K	0.1%	186
2024 Q2	$543K	Buy	14,317 +592	+4%	+$22.4K	0.09%	215
2024 Q1	$552K	Buy	13,725 +282	+2%	+$11.1K	0.09%	227
2023 Q4	$525K	Buy	13,443 +374	+3%	+$13.6K	0.08%	222
2023 Q3	$450K	Buy	13,069 +113	+0.9%	+$4.16K	0.08%	211
2023 Q2	$524K	Buy	12,956 +3,549	+38%	+$145K	0.09%	191
2023 Q1	$388K	Buy	9,407 +3,197	+51%	+$130K	0.08%	213
2022 Q4	$267K	Buy	+6,210	New	+$269K	0.06%	268

Other funds holding TRP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return