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Opal Wealth Advisors’s TC Energy TRP Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-227
Closed -$8.6K – 1090
2024
Q2 		$8.6K Hold
227
– – ﹤0.01% 686
2024
Q1 		$9.12K Buy
+227
New +$8.96K ﹤0.01% 248

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Opal Wealth Advisors's TRP Position: Q3 2024 in Review

Opal Wealth Advisors sold out of TC Energy (TRP) in Q3 2024, closing a stake of 227 shares — an estimated $8.6K sold.

Opal Wealth Advisors first reported a position in TRP in Q1 2024 and held it in 2 quarters. The position peaked at $9.12K in Q1 2024. 567 funds tracked by Wall St. Rank hold TRP as of Q3 2024.

  • Opal Wealth Advisors reported no remaining TC Energy position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 227 TC Energy shares in Q3 2024, an estimated $8.6K.
  • Opal Wealth Advisors first reported a position in TC Energy in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's TC Energy position peaked at $9.12K in Q1 2024.
  • 567 funds tracked by Wall St. Rank held TC Energy as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.