Patriot Financial Group Insurance Agency’s TC Energy TRP Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-1,804	Closed	-$93K	–	1827
2022 Q2	$93K	Buy	1,804 +7	+0.4%	+$391	0.02%	568
2022 Q1	$101K	Buy	1,797 +6	+0.3%	+$316	0.02%	586
2021 Q4	$83K	Buy	1,791 +6	+0.3%	+$297	0.01%	702
2021 Q3	$86K	Buy	1,785 +6	+0.3%	+$291	0.02%	705
2021 Q2	$88K	Buy	1,779 +15	+0.9%	+$750	0.02%	673
2021 Q1	$81K	Buy	1,764 +1,664	+1,664%	+$73.8K	0.02%	624
2020 Q4	$4K	Buy	+100	New	+$4.26K	﹤0.01%	1511

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TRP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of TC Energy (TRP) in Q3 2022, closing a stake of 1,804 shares — an estimated $93K sold.

Patriot Financial Group Insurance Agency first reported a position in TRP in Q4 2020 and held it in 7 quarters. The position peaked at $101K in Q1 2022. 532 funds tracked by Wall St. Rank hold TRP as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining TC Energy position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,804 TC Energy shares in Q3 2022, an estimated $93K.
Patriot Financial Group Insurance Agency first reported a position in TC Energy in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's TC Energy position peaked at $101K in Q1 2022.
532 funds tracked by Wall St. Rank held TC Energy as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.