Simplicity Solutions’s TC Energy TRP Stock Holding History

Simplicity 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 Q4	$4.46M	Buy	114,021 +1,399	+1%	+$51K	0.12%	154
2023 Q3	$3.88M	Buy	112,622 +1,880	+2%	+$69.2K	0.12%	157
2023 Q2	$4.48M	Buy	110,742 +6,109	+6%	+$249K	0.12%	160
2023 Q1	$4.07M	Buy	104,633 +92,104	+735%	+$3.75M	0.11%	179
2022 Q4	$499K	Sell	12,529 -4	-0%	-$173	0.07%	341
2022 Q3	$505K	Buy	12,533 +2,676	+27%	+$133K	0.07%	306
2022 Q2	$511K	Buy	+9,857	New	+$550K	0.07%	298
2021 Q1	–	Sell	-13,216	Closed	-$538K	–	926
2020 Q4	$538K	Sell	13,216 -4,067	-24%	-$173K	0.01%	687
2020 Q3	$726K	Buy	17,283 +2,735	+19%	+$125K	0.01%	564
2020 Q2	$624K	Buy	14,548 +4,516	+45%	+$203K	0.01%	586
2020 Q1	$444K	Buy	10,032 +553	+6%	+$28K	0.01%	517
2019 Q4	$505K	Buy	9,479 +2,087	+28%	+$107K	0.02%	540
2019 Q3	$383K	Buy	+7,392	New	+$369K	0.02%	475

Other funds holding TRP

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Simplicity Solutions's TRP Position: Q4 2023 in Review

Simplicity Solutions increased its TC Energy (TRP) stake by 1.2% in Q4 2023, buying an estimated $51K and bringing the position to 114,021 shares worth $4.46M. The position accounts for 0.12% of the portfolio, ranked #154.

Simplicity Solutions first reported a position in TRP in Q3 2019 and has held it in 13 quarters since. The position peaked at $4.48M in Q2 2023. 518 funds tracked by Wall St. Rank hold TRP as of Q4 2023.

Simplicity Solutions held 114,021 shares of TC Energy worth $4.46M as of Q4 2023.
Simplicity Solutions bought 1,399 TC Energy shares in Q4 2023, an estimated $51K.
TC Energy made up 0.12% of Simplicity Solutions's portfolio in Q4 2023, its #154 holding.
Simplicity Solutions first reported a position in TC Energy in Q3 2019 and has held it in 13 quarters since.
Simplicity Solutions's TC Energy position peaked at $4.48M in Q2 2023.
518 funds tracked by Wall St. Rank held TC Energy as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.