Newbridge Financial Services Group’s TC Energy TRP Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-201	Closed	-$6.9K	–	1329
2023 Q3	$6.9K	Hold	201	–	–	﹤0.01%	893
2023 Q2	$8.11K	Buy	201 +3	+2%	+$122	﹤0.01%	929
2023 Q1	$7.7K	Buy	198 +3	+2%	+$122	﹤0.01%	972
2022 Q4	$7.78K	Buy	195 +2	+1%	+$87	﹤0.01%	967
2022 Q3	$8K	Buy	193 +2	+1%	+$99	﹤0.01%	952
2022 Q2	$10K	Sell	191 -941	-83%	-$52.5K	0.01%	876
2022 Q1	$64K	Buy	1,132 +5	+0.4%	+$263	0.03%	410
2021 Q4	$52K	Buy	1,127 +943	+513%	+$46.6K	0.02%	450
2021 Q3	$9K	Buy	184 +2	+1%	+$97	0.01%	916
2021 Q2	$9K	Buy	182 +2	+1%	+$100	0.01%	1019
2021 Q1	$8K	Buy	+180	New	+$7.98K	0.01%	964

Other funds holding TRP

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Newbridge Financial Services Group's TRP Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of TC Energy (TRP) in Q4 2023, closing a stake of 201 shares — an estimated $6.9K sold.

Newbridge Financial Services Group first reported a position in TRP in Q1 2021 and held it in 11 quarters. The position peaked at $64K in Q1 2022. 518 funds tracked by Wall St. Rank hold TRP as of Q4 2023.

Newbridge Financial Services Group reported no remaining TC Energy position as of Q4 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 201 TC Energy shares in Q4 2023, an estimated $6.9K.
Newbridge Financial Services Group first reported a position in TC Energy in Q1 2021 and held it in 11 quarters.
Newbridge Financial Services Group's TC Energy position peaked at $64K in Q1 2022.
518 funds tracked by Wall St. Rank held TC Energy as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.