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SOA Wealth Advisors’s TC Energy TRP Stock Holding History

SOA Wealth 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
2023
Q4 		– Sell
-139
Closed -$4.78K – 948
2023
Q3 		$4.78K Buy
+139
New +$5.12K ﹤0.01% 622

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

SOA Wealth Advisors's TRP Position: Q4 2023 in Review

SOA Wealth Advisors sold out of TC Energy (TRP) in Q4 2023, closing a stake of 139 shares — an estimated $4.78K sold.

SOA Wealth Advisors first reported a position in TRP in Q3 2023 and held it in 1 quarter. The position peaked at $4.78K in Q3 2023. 517 funds tracked by Wall St. Rank hold TRP as of Q4 2023.

  • SOA Wealth Advisors reported no remaining TC Energy position as of Q4 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 139 TC Energy shares in Q4 2023, an estimated $4.78K.
  • SOA Wealth Advisors first reported a position in TC Energy in Q3 2023 and held it in 1 quarter.
  • SOA Wealth Advisors's TC Energy position peaked at $4.78K in Q3 2023.
  • 517 funds tracked by Wall St. Rank held TC Energy as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.