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Retirement Financial Solutions’s TC Energy TRP Stock Holding History

Retirement Financial Solutions’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
-430
Closed -$17.1K – 228
2022
Q4 		$17.1K Buy
+430
New +$18.7K 0.01% 104

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Vanguard Group
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Bank of Montreal
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Retirement Financial Solutions's TRP Position: Q1 2023 in Review

Retirement Financial Solutions sold out of TC Energy (TRP) in Q1 2023, closing a stake of 430 shares — an estimated $17.1K sold.

Retirement Financial Solutions first reported a position in TRP in Q4 2022 and held it in 1 quarter. The position peaked at $17.1K in Q4 2022. 516 funds tracked by Wall St. Rank hold TRP as of Q1 2023.

  • Retirement Financial Solutions reported no remaining TC Energy position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 430 TC Energy shares in Q1 2023, an estimated $17.1K.
  • Retirement Financial Solutions first reported a position in TC Energy in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's TC Energy position peaked at $17.1K in Q4 2022.
  • 516 funds tracked by Wall St. Rank held TC Energy as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.