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Steward Financial Group’s TC Energy TRP Stock Holding History

Steward Financial Group’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
Q3 		$9K Hold
264
– – ﹤0.01% 419
2023
Q2 		$10K Buy
+264
New +$10.8K ﹤0.01% 389

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Steward Financial Group's TRP Position: Q3 2023 in Review

Steward Financial Group held its TC Energy (TRP) position steady in Q3 2023 at 264 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Steward Financial Group first reported a position in TRP in Q2 2023 and has held it in 2 quarters since. The position peaked at $10K in Q2 2023. 500 funds tracked by Wall St. Rank hold TRP as of Q3 2023.

  • Steward Financial Group held 264 shares of TC Energy worth $9K as of Q3 2023.
  • Steward Financial Group left its TC Energy share count unchanged in Q3 2023.
  • TC Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #419 holding.
  • Steward Financial Group first reported a position in TC Energy in Q2 2023 and has held it in 2 quarters since.
  • Steward Financial Group's TC Energy position peaked at $10K in Q2 2023.
  • 500 funds tracked by Wall St. Rank held TC Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.