PFS Investments’s TC Energy TRP Stock Holding History

PFS Investments’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 Q2	$296K	Buy	7,335 +728	+11%	+$29.7K	﹤0.01%	447
2023 Q1	$269K	Buy	+6,607	New	+$269K	﹤0.01%	447

Other funds holding TRP

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

PFS Investments's TRP Position: Q2 2023 in Review

PFS Investments increased its TC Energy (TRP) stake by 11% in Q2 2023, buying an estimated $29.7K and bringing the position to 7,335 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

PFS Investments first reported a position in TRP in Q1 2023 and has held it in 2 quarters since. 515 funds tracked by Wall St. Rank hold TRP as of Q2 2023.

PFS Investments held 7,335 shares of TC Energy worth $296K as of Q2 2023.
PFS Investments bought 728 TC Energy shares in Q2 2023, an estimated $29.7K.
TC Energy made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #447 holding.
PFS Investments first reported a position in TC Energy in Q1 2023 and has held it in 2 quarters since.
515 funds tracked by Wall St. Rank held TC Energy as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.