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

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 Research Global Investors

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

Capital International Investors

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

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return