J.W. Coons Advisors’s TC Energy TRP Stock Holding History

J.W. Coons Advisors’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 Q1	–	Sell	-5,655	Closed	-$221K	–	256
2023 Q4	$221K	Sell	5,655 -1,140	-17%	-$41.6K	0.06%	223
2023 Q3	$234K	Sell	6,795 -330	-5%	-$12.1K	0.07%	208
2023 Q2	$288K	Sell	7,125 -195	-3%	-$7.96K	0.08%	201
2023 Q1	$285K	Buy	7,320 +1,365	+23%	+$55.6K	0.08%	193
2022 Q4	$237K	Sell	5,955 -230	-4%	-$9.98K	0.07%	210
2022 Q3	$249K	Buy	6,185 +285	+5%	+$14.1K	0.09%	189
2022 Q2	$304K	Buy	+5,900	New	+$329K	0.11%	188

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

J.W. Coons Advisors's TRP Position: Q1 2024 in Review

J.W. Coons Advisors sold out of TC Energy (TRP) in Q1 2024, closing a stake of 5,655 shares — an estimated $221K sold.

J.W. Coons Advisors first reported a position in TRP in Q2 2022 and held it in 7 quarters. The position peaked at $304K in Q2 2022. 517 funds tracked by Wall St. Rank hold TRP as of Q1 2024.

J.W. Coons Advisors reported no remaining TC Energy position as of Q1 2024 after selling out during the quarter.
J.W. Coons Advisors sold 5,655 TC Energy shares in Q1 2024, an estimated $221K.
J.W. Coons Advisors first reported a position in TC Energy in Q2 2022 and held it in 7 quarters.
J.W. Coons Advisors's TC Energy position peaked at $304K in Q2 2022.
517 funds tracked by Wall St. Rank held TC Energy as of Q1 2024.

Based on J.W. Coons Advisors's 13F filing for Q1 2024, filed 8 May 2024.