Tyler-Stone Wealth Management’s TC Energy TRP Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-381	Closed	-$14.4K	–	886
2024 Q2	$14.4K	Buy	381 +5	+1%	+$190	0.01%	588
2024 Q1	$15.1K	Sell	376 -57	-13%	-$2.25K	0.01%	578
2023 Q4	$16.9K	Sell	433 -79	-15%	-$2.88K	0.01%	535
2023 Q3	$18K	Buy	512 +8	+2%	+$294	0.01%	499
2023 Q2	$20K	Buy	+504	New	+$20.6K	0.01%	488
2022 Q4	$20K	Buy	493 +6	+1%	+$260	0.01%	448
2022 Q3	$20K	Buy	487 +4	+0.8%	+$198	0.02%	441
2022 Q2	$25K	Buy	483 +5	+1%	+$279	0.02%	417
2022 Q1	$27K	Buy	478 +5	+1%	+$263	0.01%	429
2021 Q4	$22K	Buy	+473	New	+$23.4K	0.01%	482

Other funds holding TRP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Tyler-Stone Wealth Management's TRP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of TC Energy (TRP) in Q3 2024, closing a stake of 381 shares — an estimated $14.4K sold.

Tyler-Stone Wealth Management first reported a position in TRP in Q4 2021 and held it in 10 quarters. The position peaked at $27K in Q1 2022. 567 funds tracked by Wall St. Rank hold TRP as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining TC Energy position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 381 TC Energy shares in Q3 2024, an estimated $14.4K.
Tyler-Stone Wealth Management first reported a position in TC Energy in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's TC Energy position peaked at $27K in Q1 2022.
567 funds tracked by Wall St. Rank held TC Energy as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.