LVW Advisors’s TC Energy TRP Stock Holding History

LVW 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
2023 Q2	–	Sell	-8,271	Closed	-$322K	–	236
2023 Q1	$322K	Buy	8,271 +1,486	+22%	+$60.5K	0.06%	177
2022 Q4	$270K	Sell	6,785 -68	-1%	-$2.95K	0.06%	196
2022 Q3	$276K	Sell	6,853 -95	-1%	-$4.71K	0.06%	182
2022 Q2	$360K	Buy	6,948 +2,947	+74%	+$165K	0.07%	169
2022 Q1	$226K	Buy	+4,001	New	+$211K	0.04%	219

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

LVW Advisors's TRP Position: Q2 2023 in Review

LVW Advisors sold out of TC Energy (TRP) in Q2 2023, closing a stake of 8,271 shares — an estimated $322K sold.

LVW Advisors first reported a position in TRP in Q1 2022 and held it in 5 quarters. The position peaked at $360K in Q2 2022. 515 funds tracked by Wall St. Rank hold TRP as of Q2 2023.

LVW Advisors reported no remaining TC Energy position as of Q2 2023 after selling out during the quarter.
LVW Advisors sold 8,271 TC Energy shares in Q2 2023, an estimated $322K.
LVW Advisors first reported a position in TC Energy in Q1 2022 and held it in 5 quarters.
LVW Advisors's TC Energy position peaked at $360K in Q2 2022.
515 funds tracked by Wall St. Rank held TC Energy as of Q2 2023.

Based on LVW Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.