PFG Private Wealth Management’s TC Energy TRP Stock Holding History

PFG Private Wealth Management’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 Q1	–	Sell	-51	Closed	-$2K	–	384
2022 Q4	$2K	Hold	51	–	–	﹤0.01%	296
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	312
2022 Q2	$3K	Hold	51	–	–	﹤0.01%	273
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	269
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	290
2021 Q3	$2K	Buy	+51	New	+$2.47K	﹤0.01%	280

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

PFG Private Wealth Management's TRP Position: Q1 2023 in Review

PFG Private Wealth Management sold out of TC Energy (TRP) in Q1 2023, closing a stake of 51 shares — an estimated $2K sold.

PFG Private Wealth Management first reported a position in TRP in Q3 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 516 funds tracked by Wall St. Rank hold TRP as of Q1 2023.

PFG Private Wealth Management reported no remaining TC Energy position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 51 TC Energy shares in Q1 2023, an estimated $2K.
PFG Private Wealth Management first reported a position in TC Energy in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's TC Energy position peaked at $3K in Q2 2022.
516 funds tracked by Wall St. Rank held TC Energy as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.