Morton Brown Family Wealth’s TC Energy TRP Stock Holding History

Morton Brown Family 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
2022 Q4	–	Sell	-72	Closed	-$3K	–	216
2022 Q3	$3K	Buy	+72	New	+$3.57K	﹤0.01%	162

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

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

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

Morton Brown Family Wealth's TRP Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of TC Energy (TRP) in Q4 2022, closing a stake of 72 shares — an estimated $3K sold.

Morton Brown Family Wealth first reported a position in TRP in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 543 funds tracked by Wall St. Rank hold TRP as of Q4 2022.

Morton Brown Family Wealth reported no remaining TC Energy position as of Q4 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 72 TC Energy shares in Q4 2022, an estimated $3K.
Morton Brown Family Wealth first reported a position in TC Energy in Q3 2022 and held it in 1 quarter.
Morton Brown Family Wealth's TC Energy position peaked at $3K in Q3 2022.
543 funds tracked by Wall St. Rank held TC Energy as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.