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Wealthcare Advisory Partners’s TC Energy TRP Stock Holding History

Wealthcare Advisory Partners’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
-4
Closed – – 1755
2021
Q1 		$0 Buy
+4
New +$177 ﹤0.01% 2113
2020
Q1 		– Sell
-475
Closed -$25K – 1588
2019
Q4 		$25K Buy
+475
New +$24.4K ﹤0.01% 707

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Vanguard Group
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wealthcare Advisory Partners's TRP Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of TC Energy (TRP) in Q2 2021, closing a stake of 4 shares.

Wealthcare Advisory Partners first reported a position in TRP in Q4 2019 and held it in 2 quarters. The position peaked at $25K in Q4 2019. 514 funds tracked by Wall St. Rank hold TRP as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining TC Energy position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 4 TC Energy shares in Q2 2021.
  • Wealthcare Advisory Partners first reported a position in TC Energy in Q4 2019 and held it in 2 quarters.
  • Wealthcare Advisory Partners's TC Energy position peaked at $25K in Q4 2019.
  • 514 funds tracked by Wall St. Rank held TC Energy as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.