WFS
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Widmann Financial Services’s TC Energy TRP Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-525
Closed -$24K – 418
2021
Q4 		$24K Buy
+525
New +$26K 0.02% 239

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Bank of Montreal
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Vanguard Group
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Widmann Financial Services's TRP Position: Q1 2022 in Review

Widmann Financial Services sold out of TC Energy (TRP) in Q1 2022, closing a stake of 525 shares — an estimated $24K sold.

Widmann Financial Services first reported a position in TRP in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 544 funds tracked by Wall St. Rank hold TRP as of Q1 2022.

  • Widmann Financial Services reported no remaining TC Energy position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 525 TC Energy shares in Q1 2022, an estimated $24K.
  • Widmann Financial Services first reported a position in TC Energy in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's TC Energy position peaked at $24K in Q4 2021.
  • 544 funds tracked by Wall St. Rank held TC Energy as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.