Pathway Financial Advisers’s TC Energy TRP Stock Holding History

Pathway Financial Advisers’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	-82	Closed	-$3.07K	–	443
2024 Q2	$3.07K	Buy	82 +3	+4%	+$114	﹤0.01%	416
2024 Q1	$3.2K	Buy	79 +1	+1%	+$39	﹤0.01%	421
2023 Q4	$3.06K	Hold	78	–	–	﹤0.01%	437
2023 Q3	$2.69K	Buy	+78	New	+$2.87K	﹤0.01%	447
2023 Q1	$8.32K	Sell	214 -1,171	-85%	-$47.7K	﹤0.01%	402
2022 Q4	$55.2K	Buy	+1,385	New	+$60.1K	0.02%	238

Other funds holding TRP

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pathway Financial Advisers's TRP Position: Q3 2024 in Review

Pathway Financial Advisers sold out of TC Energy (TRP) in Q3 2024, closing a stake of 82 shares — an estimated $3.07K sold.

Pathway Financial Advisers first reported a position in TRP in Q4 2022 and held it in 6 quarters. The position peaked at $55.2K in Q4 2022. 567 funds tracked by Wall St. Rank hold TRP as of Q3 2024.

Pathway Financial Advisers reported no remaining TC Energy position as of Q3 2024 after selling out during the quarter.
Pathway Financial Advisers sold 82 TC Energy shares in Q3 2024, an estimated $3.07K.
Pathway Financial Advisers first reported a position in TC Energy in Q4 2022 and held it in 6 quarters.
Pathway Financial Advisers's TC Energy position peaked at $55.2K in Q4 2022.
567 funds tracked by Wall St. Rank held TC Energy as of Q3 2024.

Based on Pathway Financial Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.