Marcum Wealth’s TC Energy TRP Stock Holding History

Marcum Wealth’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	-4,617	Closed	-$220K	–	432
2024 Q3	$220K	Buy	+4,617	New	+$201K	0.02%	345
2023 Q3	–	Sell	-5,704	Closed	-$230K	–	397
2023 Q2	$230K	Buy	+5,704	New	+$233K	0.03%	302
2022 Q3	–	Sell	-4,489	Closed	-$233K	–	394
2022 Q2	$233K	Buy	4,489 +4	+0.1%	+$223	0.03%	273
2022 Q1	$253K	Buy	+4,485	New	+$236K	0.03%	275

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Marcum Wealth's TRP Position: Q4 2024 in Review

Marcum Wealth sold out of TC Energy (TRP) in Q4 2024, closing a stake of 4,617 shares — an estimated $220K sold.

Marcum Wealth first reported a position in TRP in Q1 2022 and held it in 4 quarters. The position peaked at $253K in Q1 2022. 599 funds tracked by Wall St. Rank hold TRP as of Q4 2024.

Marcum Wealth reported no remaining TC Energy position as of Q4 2024 after selling out during the quarter.
Marcum Wealth sold 4,617 TC Energy shares in Q4 2024, an estimated $220K.
Marcum Wealth first reported a position in TC Energy in Q1 2022 and held it in 4 quarters.
Marcum Wealth's TC Energy position peaked at $253K in Q1 2022.
599 funds tracked by Wall St. Rank held TC Energy as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.