Valeo Financial Advisors’s TC Energy TRP Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-137	Closed	-$6K	–	1715
2021 Q1	$6K	Buy	137 +68	+99%	+$3.02K	﹤0.01%	1526
2020 Q4	$3K	Hold	69	–	–	﹤0.01%	1482
2020 Q3	$3K	Sell	69 -188	-73%	-$8.6K	﹤0.01%	1368
2020 Q2	$11K	Buy	257 +80	+45%	+$3.59K	﹤0.01%	1262
2020 Q1	$8K	Sell	177 -78	-31%	-$3.95K	﹤0.01%	1178
2019 Q4	$14K	Buy	255 +186	+270%	+$9.54K	﹤0.01%	1014
2019 Q3	$4K	Sell	69 -51	-43%	-$2.55K	﹤0.01%	1272
2019 Q2	$6K	Buy	120 +51	+74%	+$2.44K	﹤0.01%	1173
2019 Q1	$3K	Sell	69 -218	-76%	-$9.37K	﹤0.01%	1305
2018 Q4	$10K	Hold	287	–	–	﹤0.01%	892
2018 Q3	$11K	Hold	287	–	–	﹤0.01%	947
2018 Q2	$13K	Sell	287 -324	-53%	-$13.8K	﹤0.01%	886
2018 Q1	$25K	Buy	611 +99	+19%	+$4.44K	﹤0.01%	661
2017 Q4	$25K	Buy	512 +287	+128%	+$14K	﹤0.01%	622
2017 Q3	$11K	Buy	+225	New	+$11.3K	﹤0.01%	684

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 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Valeo Financial Advisors's TRP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of TC Energy (TRP) in Q2 2021, closing a stake of 137 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in TRP in Q3 2017 and held it in 15 quarters. The position peaked at $25K in Q1 2018. 516 funds tracked by Wall St. Rank hold TRP as of Q2 2021.

Valeo Financial Advisors reported no remaining TC Energy position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 137 TC Energy shares in Q2 2021, an estimated $6K.
Valeo Financial Advisors first reported a position in TC Energy in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's TC Energy position peaked at $25K in Q1 2018.
516 funds tracked by Wall St. Rank held TC Energy as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.