TCI Wealth Advisors’s TC Energy TRP Stock Holding History

TCI 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 Q2	–	Sell	-208	Closed	-$8.09K	–	2077
2023 Q1	$8.09K	Buy	208 +169	+433%	+$6.88K	﹤0.01%	1215
2022 Q4	$1.55K	Hold	39	–	–	﹤0.01%	2029
2022 Q3	$2K	Hold	39	–	–	﹤0.01%	1999
2022 Q2	$2K	Hold	39	–	–	﹤0.01%	2055
2022 Q1	$3K	Hold	39	–	–	﹤0.01%	1924
2021 Q4	$2K	Hold	39	–	–	﹤0.01%	2127
2021 Q3	$2K	Hold	39	–	–	﹤0.01%	2183
2021 Q2	$2K	Hold	39	–	–	﹤0.01%	2104
2021 Q1	$2K	Hold	39	–	–	﹤0.01%	1908
2020 Q4	$2K	Hold	39	–	–	﹤0.01%	1279
2020 Q3	$2K	Hold	39	–	–	﹤0.01%	1187
2020 Q2	$2K	Hold	39	–	–	﹤0.01%	1132
2020 Q1	$2K	Hold	39	–	–	﹤0.01%	1104
2019 Q4	$2K	Hold	39	–	–	﹤0.01%	1212
2019 Q3	$2K	Hold	39	–	–	﹤0.01%	1157
2019 Q2	$2K	Hold	39	–	–	﹤0.01%	1076
2019 Q1	$2K	Buy	39 +27	+225%	+$1.16K	﹤0.01%	1090
2018 Q4	$0	Hold	12	–	–	﹤0.01%	1654
2018 Q3	$0	Hold	12	–	–	﹤0.01%	1581
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	1385
2018 Q1	$0	Hold	12	–	–	﹤0.01%	1438
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	1272
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	1209
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	1223
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	1172
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	1239
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	1225
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	1158
2016 Q1	$0	Hold	12	–	–	﹤0.01%	1409
2015 Q4	$0	Buy	+12	New	+$397	﹤0.01%	1084

Other funds holding TRP

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TCI Wealth Advisors's TRP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of TC Energy (TRP) in Q2 2023, closing a stake of 208 shares — an estimated $8.09K sold.

TCI Wealth Advisors first reported a position in TRP in Q4 2015 and held it in 30 quarters. The position peaked at $8.09K in Q1 2023. 515 funds tracked by Wall St. Rank hold TRP as of Q2 2023.

TCI Wealth Advisors reported no remaining TC Energy position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 208 TC Energy shares in Q2 2023, an estimated $8.09K.
TCI Wealth Advisors first reported a position in TC Energy in Q4 2015 and held it in 30 quarters.
TCI Wealth Advisors's TC Energy position peaked at $8.09K in Q1 2023.
515 funds tracked by Wall St. Rank held TC Energy as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.