SS&H Financial Advisors’s TC Energy TRP Stock Holding History

SS&H Financial 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	-6,400	Closed	-$220K	–	120
2023 Q3	$220K	Buy	+6,400	New	+$236K	0.1%	112
2023 Q1	$327K	Hold	8,400	–	–	0.15%	108
2022 Q4	$335K	Hold	8,400	–	–	0.16%	101
2022 Q3	$338K	Hold	8,400	–	–	0.17%	99
2022 Q2	$435K	Sell	8,400 -700	-8%	-$39.1K	0.2%	93
2022 Q1	$513K	Buy	+9,100	New	+$479K	0.2%	95

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

SS&H Financial Advisors's TRP Position: Q4 2023 in Review

SS&H Financial Advisors sold out of TC Energy (TRP) in Q4 2023, closing a stake of 6,400 shares — an estimated $220K sold.

SS&H Financial Advisors first reported a position in TRP in Q1 2022 and held it in 6 quarters. The position peaked at $513K in Q1 2022. 518 funds tracked by Wall St. Rank hold TRP as of Q4 2023.

SS&H Financial Advisors reported no remaining TC Energy position as of Q4 2023 after selling out during the quarter.
SS&H Financial Advisors sold 6,400 TC Energy shares in Q4 2023, an estimated $220K.
SS&H Financial Advisors first reported a position in TC Energy in Q1 2022 and held it in 6 quarters.
SS&H Financial Advisors's TC Energy position peaked at $513K in Q1 2022.
518 funds tracked by Wall St. Rank held TC Energy as of Q4 2023.

Based on SS&H Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.