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Richard Bernstein Advisors’s TC Energy TRP Stock Holding History

Richard Bernstein Advisors’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
Q4 		– Sell
-44,795
Closed -$2.13M – 235
2024
Q3 		$2.13M Buy
+44,795
New +$1.95M 0.05% 198
2022
Q4 		– Sell
-22,945
Closed -$924K – 239
2022
Q3 		$924K Buy
+22,945
New +$1.14M 0.02% 190

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Richard Bernstein Advisors's TRP Position: Q4 2024 in Review

Richard Bernstein Advisors sold out of TC Energy (TRP) in Q4 2024, closing a stake of 44,795 shares — an estimated $2.13M sold.

Richard Bernstein Advisors first reported a position in TRP in Q3 2022 and held it in 2 quarters. The position peaked at $2.13M in Q3 2024. 599 funds tracked by Wall St. Rank hold TRP as of Q4 2024.

  • Richard Bernstein Advisors reported no remaining TC Energy position as of Q4 2024 after selling out during the quarter.
  • Richard Bernstein Advisors sold 44,795 TC Energy shares in Q4 2024, an estimated $2.13M.
  • Richard Bernstein Advisors first reported a position in TC Energy in Q3 2022 and held it in 2 quarters.
  • Richard Bernstein Advisors's TC Energy position peaked at $2.13M in Q3 2024.
  • 599 funds tracked by Wall St. Rank held TC Energy as of Q4 2024.

Based on Richard Bernstein Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.