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Oxler Private Wealth’s TC Energy TRP Stock Holding History

Oxler Private 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
-1,137
Closed -$46.1K – 309
2022
Q3 		$46.1K Buy
+1,137
New +$56.4K 0.03% 209
2022
Q2 		– Hold
0
– – – 146
2021
Q1 		– Sell
-1,100
Closed -$44K – 204
2020
Q4 		$44K Buy
+1,100
New +$46.8K 0.02% 167

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oxler Private Wealth's TRP Position: Q4 2022 in Review

Oxler Private Wealth sold out of TC Energy (TRP) in Q4 2022, closing a stake of 1,137 shares — an estimated $46.1K sold.

Oxler Private Wealth first reported a position in TRP in Q4 2020 and held it in 2 quarters. The position peaked at $46.1K in Q3 2022. 543 funds tracked by Wall St. Rank hold TRP as of Q4 2022.

  • Oxler Private Wealth reported no remaining TC Energy position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,137 TC Energy shares in Q4 2022, an estimated $46.1K.
  • Oxler Private Wealth first reported a position in TC Energy in Q4 2020 and held it in 2 quarters.
  • Oxler Private Wealth's TC Energy position peaked at $46.1K in Q3 2022.
  • 543 funds tracked by Wall St. Rank held TC Energy as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.