Sutton Wealth Advisors’s TC Energy TRP Stock Holding History

Sutton 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 Q1	–	Sell	-45	Closed	-$1.79K	–	1509
2022 Q4	$1.79K	Buy	45 +25	+125%	+$1.08K	﹤0.01%	1222
2022 Q3	$806	Buy	+20	New	+$992	﹤0.01%	1354
2018 Q4	–	Sell	-2,000	Closed	-$80.9K	–	1184
2018 Q3	$80.9K	Hold	2,000	–	–	0.05%	218
2018 Q2	$86.4K	Hold	2,000	–	–	0.06%	212
2018 Q1	$82.6K	Hold	2,000	–	–	0.06%	216
2017 Q4	$97.3K	Hold	2,000	–	–	0.07%	198
2017 Q3	$98.9K	Hold	2,000	–	–	0.08%	193
2017 Q2	$95.3K	Buy	+2,000	New	+$94K	0.08%	198

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Sutton Wealth Advisors's TRP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of TC Energy (TRP) in Q1 2023, closing a stake of 45 shares — an estimated $1.79K sold.

Sutton Wealth Advisors first reported a position in TRP in Q2 2017 and held it in 8 quarters. The position peaked at $98.9K in Q3 2017. 516 funds tracked by Wall St. Rank hold TRP as of Q1 2023.

Sutton Wealth Advisors reported no remaining TC Energy position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 45 TC Energy shares in Q1 2023, an estimated $1.79K.
Sutton Wealth Advisors first reported a position in TC Energy in Q2 2017 and held it in 8 quarters.
Sutton Wealth Advisors's TC Energy position peaked at $98.9K in Q3 2017.
516 funds tracked by Wall St. Rank held TC Energy as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.