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SYSTM Wealth Solutions’s TC Energy TRP Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-707
Closed -$28.4K – 948
2024
Q1 		$28.4K Sell
707
-1,309
-65% -$51.6K ﹤0.01% 662
2023
Q4 		$78.8K Buy
+2,016
New +$73.5K 0.01% 494

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

SYSTM Wealth Solutions's TRP Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of TC Energy (TRP) in Q2 2024, closing a stake of 707 shares — an estimated $28.4K sold.

SYSTM Wealth Solutions first reported a position in TRP in Q4 2023 and held it in 2 quarters. The position peaked at $78.8K in Q4 2023. 526 funds tracked by Wall St. Rank hold TRP as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining TC Energy position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 707 TC Energy shares in Q2 2024, an estimated $28.4K.
  • SYSTM Wealth Solutions first reported a position in TC Energy in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's TC Energy position peaked at $78.8K in Q4 2023.
  • 526 funds tracked by Wall St. Rank held TC Energy as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.