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Summit Wealth Group’s TC Energy TRP Stock Holding History

Summit Wealth 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
2021
Q3 		– Sell
-35
Closed -$2K – 202
2021
Q2 		$2K Buy
+35
New +$1.75K ﹤0.01% 168

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Capital Research Global Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Summit Wealth Group's TRP Position: Q3 2021 in Review

Summit Wealth Group sold out of TC Energy (TRP) in Q3 2021, closing a stake of 35 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in TRP in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 505 funds tracked by Wall St. Rank hold TRP as of Q3 2021.

  • Summit Wealth Group reported no remaining TC Energy position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 35 TC Energy shares in Q3 2021, an estimated $2K.
  • Summit Wealth Group first reported a position in TC Energy in Q2 2021 and held it in 1 quarter.
  • Summit Wealth Group's TC Energy position peaked at $2K in Q2 2021.
  • 505 funds tracked by Wall St. Rank held TC Energy as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.