Sugarloaf Wealth Management’s TC Energy TRP Stock Holding History

Sugarloaf 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
2024 Q4	$17.2K	Buy	369 +4	+1%	+$189	﹤0.01%	423
2024 Q3	$17.4K	Buy	365 +4	+1%	+$174	﹤0.01%	434
2024 Q2	$13.7K	Buy	361 +5	+1%	+$190	﹤0.01%	449
2024 Q1	$14.3K	Buy	356 +5	+1%	+$197	﹤0.01%	449
2023 Q4	$13.7K	Buy	351 +5	+1%	+$182	﹤0.01%	450
2023 Q3	$11.9K	Buy	346 +5	+1%	+$184	﹤0.01%	446
2023 Q2	$13.8K	Buy	341 +5	+1%	+$204	﹤0.01%	438
2023 Q1	$13.1K	Buy	336 +3	+0.9%	+$122	﹤0.01%	444
2022 Q4	$13.3K	Buy	333 +3	+0.9%	+$130	﹤0.01%	460
2022 Q3	$14K	Buy	330 +4	+1%	+$198	﹤0.01%	473
2022 Q2	$17K	Buy	326 +3	+0.9%	+$167	﹤0.01%	442
2022 Q1	$18K	Buy	323 +3	+0.9%	+$158	﹤0.01%	426
2021 Q4	$15K	Buy	320 +3	+0.9%	+$148	﹤0.01%	468
2021 Q3	$15K	Buy	317 +3	+1%	+$145	﹤0.01%	481
2021 Q2	$16K	Buy	314 +4	+1%	+$200	﹤0.01%	453
2021 Q1	$14	Buy	310 +4	+1%	+$177	﹤0.01%	471
2020 Q4	$12K	Buy	306 +4	+1%	+$170	﹤0.01%	465
2020 Q3	$13K	Buy	302 +3	+1%	+$137	﹤0.01%	426
2020 Q2	$13K	Buy	+299	New	+$13.4K	0.01%	415
2020 Q1	–	Sell	-293	Closed	-$16K	–	739
2019 Q4	$16K	Buy	+293	New	+$15K	0.01%	403

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Sugarloaf Wealth Management's TRP Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its TC Energy (TRP) stake by 1.1% in Q4 2024, buying an estimated $189 and bringing the position to 369 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Sugarloaf Wealth Management first reported a position in TRP in Q4 2019 and has held it in 20 quarters since. The position peaked at $18K in Q1 2022. 598 funds tracked by Wall St. Rank hold TRP as of Q4 2024.

Sugarloaf Wealth Management held 369 shares of TC Energy worth $17.2K as of Q4 2024.
Sugarloaf Wealth Management bought 4 TC Energy shares in Q4 2024, an estimated $189.
TC Energy made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #423 holding.
Sugarloaf Wealth Management first reported a position in TC Energy in Q4 2019 and has held it in 20 quarters since.
Sugarloaf Wealth Management's TC Energy position peaked at $18K in Q1 2022.
598 funds tracked by Wall St. Rank held TC Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.