Sheets Smith Wealth Management’s TC Energy TRP Stock Holding History

Sheets Smith 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
2022 Q4	–	Sell	-6,253	Closed	-$252K	–	324
2022 Q3	$252K	Sell	6,253 -845	-12%	-$41.9K	0.04%	263
2022 Q2	$368K	Hold	7,098	–	–	0.06%	223
2022 Q1	$400K	Sell	7,098 -500	-7%	-$26.3K	0.06%	243
2021 Q4	$354K	Sell	7,598 -1,025	-12%	-$50.7K	0.04%	284
2021 Q3	$415K	Hold	8,623	–	–	0.06%	244
2021 Q2	$427K	Sell	8,623 -200	-2%	-$10K	0.06%	248
2021 Q1	$404K	Hold	8,823	–	–	0.06%	237
2020 Q4	$359K	Sell	8,823 -300	-3%	-$12.8K	0.05%	252
2020 Q3	$383K	Hold	9,123	–	–	0.07%	215
2020 Q2	$391K	Buy	9,123 +4,128	+83%	+$185K	0.08%	182
2020 Q1	$221K	Sell	4,995 -45	-0.9%	-$2.28K	0.05%	240
2019 Q4	$269K	Hold	5,040	–	–	0.05%	282
2019 Q3	$261K	Buy	5,040 +70	+1%	+$3.5K	0.05%	265
2019 Q2	$246K	Buy	+4,970	New	+$238K	0.05%	286

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sheets Smith Wealth Management's TRP Position: Q4 2022 in Review

Sheets Smith Wealth Management sold out of TC Energy (TRP) in Q4 2022, closing a stake of 6,253 shares — an estimated $252K sold.

Sheets Smith Wealth Management first reported a position in TRP in Q2 2019 and held it in 14 quarters. The position peaked at $427K in Q2 2021. 543 funds tracked by Wall St. Rank hold TRP as of Q4 2022.

Sheets Smith Wealth Management reported no remaining TC Energy position as of Q4 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 6,253 TC Energy shares in Q4 2022, an estimated $252K.
Sheets Smith Wealth Management first reported a position in TC Energy in Q2 2019 and held it in 14 quarters.
Sheets Smith Wealth Management's TC Energy position peaked at $427K in Q2 2021.
543 funds tracked by Wall St. Rank held TC Energy as of Q4 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2022, filed 8 Mar 2023.