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Lugano Financial Advisors SA (LFA)’s TC Energy TRP Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-500
Closed -$26.8K – 209
2023
Q2 		$26.8K Buy
+500
New +$20.4K 0.02% 147

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Capital World Investors
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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

Lugano Financial Advisors SA (LFA)'s TRP Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of TC Energy (TRP) in Q3 2023, closing a stake of 500 shares — an estimated $26.8K sold.

Lugano Financial Advisors SA (LFA) first reported a position in TRP in Q2 2023 and held it in 1 quarter. The position peaked at $26.8K in Q2 2023. 500 funds tracked by Wall St. Rank hold TRP as of Q3 2023.

  • Lugano Financial Advisors SA (LFA) reported no remaining TC Energy position as of Q3 2023 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 500 TC Energy shares in Q3 2023, an estimated $26.8K.
  • Lugano Financial Advisors SA (LFA) first reported a position in TC Energy in Q2 2023 and held it in 1 quarter.
  • Lugano Financial Advisors SA (LFA)'s TC Energy position peaked at $26.8K in Q2 2023.
  • 500 funds tracked by Wall St. Rank held TC Energy as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.