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Waldron Private Wealth’s TC Energy TRP Stock Holding History

Waldron Private Wealth’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
Q4 		– Sell
-1,865
Closed -$88.7K – 495
2024
Q3 		$88.7K Buy
+1,865
New +$81.1K ﹤0.01% 419

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Waldron Private Wealth's TRP Position: Q4 2024 in Review

Waldron Private Wealth sold out of TC Energy (TRP) in Q4 2024, closing a stake of 1,865 shares — an estimated $88.7K sold.

Waldron Private Wealth first reported a position in TRP in Q3 2024 and held it in 1 quarter. The position peaked at $88.7K in Q3 2024. 599 funds tracked by Wall St. Rank hold TRP as of Q4 2024.

  • Waldron Private Wealth reported no remaining TC Energy position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 1,865 TC Energy shares in Q4 2024, an estimated $88.7K.
  • Waldron Private Wealth first reported a position in TC Energy in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's TC Energy position peaked at $88.7K in Q3 2024.
  • 599 funds tracked by Wall St. Rank held TC Energy as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.