Mascoma Wealth Management’s TC Energy TRP Stock Holding History

Mascoma Wealth Management’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
2022 Q1	–	Sell	-3,205	Closed	-$149K	–	606
2021 Q4	$149K	Hold	3,205	–	–	0.05%	127
2021 Q3	$154K	Buy	+3,205	New	+$155K	0.06%	118
2021 Q2	–	Sell	-6,100	Closed	-$279K	–	396
2021 Q1	$279K	Hold	6,100	–	–	0.12%	89
2020 Q4	$248K	Buy	+6,100	New	+$260K	0.12%	83
2017 Q4	–	Sell	-100	Closed	-$5K	–	414
2017 Q3	$5K	Sell	100 -350	-78%	-$17.6K	﹤0.01%	325
2017 Q2	$21K	Buy	+450	New	+$21.1K	0.01%	235

Other funds holding TRP

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mascoma Wealth Management's TRP Position: Q1 2022 in Review

Mascoma Wealth Management sold out of TC Energy (TRP) in Q1 2022, closing a stake of 3,205 shares — an estimated $149K sold.

Mascoma Wealth Management first reported a position in TRP in Q2 2017 and held it in 6 quarters. The position peaked at $279K in Q1 2021. 544 funds tracked by Wall St. Rank hold TRP as of Q1 2022.

Mascoma Wealth Management reported no remaining TC Energy position as of Q1 2022 after selling out during the quarter.
Mascoma Wealth Management sold 3,205 TC Energy shares in Q1 2022, an estimated $149K.
Mascoma Wealth Management first reported a position in TC Energy in Q2 2017 and held it in 6 quarters.
Mascoma Wealth Management's TC Energy position peaked at $279K in Q1 2021.
544 funds tracked by Wall St. Rank held TC Energy as of Q1 2022.

Based on Mascoma Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.