True North Advisors’s TC Energy TRP Stock Holding History

True North 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 Q3	–	Sell	-8,793	Closed	-$355K	–	210
2023 Q2	$355K	Hold	8,793	–	–	0.1%	146
2023 Q1	$342K	Hold	8,793	–	–	0.1%	148
2022 Q4	$350K	Buy	+8,793	New	+$381K	0.12%	125

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

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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

True North Advisors's TRP Position: Q3 2023 in Review

True North Advisors sold out of TC Energy (TRP) in Q3 2023, closing a stake of 8,793 shares — an estimated $355K sold.

True North Advisors first reported a position in TRP in Q4 2022 and held it in 3 quarters. The position peaked at $355K in Q2 2023. 501 funds tracked by Wall St. Rank hold TRP as of Q3 2023.

True North Advisors reported no remaining TC Energy position as of Q3 2023 after selling out during the quarter.
True North Advisors sold 8,793 TC Energy shares in Q3 2023, an estimated $355K.
True North Advisors first reported a position in TC Energy in Q4 2022 and held it in 3 quarters.
True North Advisors's TC Energy position peaked at $355K in Q2 2023.
501 funds tracked by Wall St. Rank held TC Energy as of Q3 2023.

Based on True North Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.