Wipfli Financial Advisors’s TC Energy TRP Stock Holding History

Wipfli 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
2022 Q3	$86K	Buy	+2,103	New	+$104K	0.01%	795

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wipfli Financial Advisors's TRP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in TC Energy (TRP) in Q3 2022: 2,103 shares worth $86K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings.

531 funds tracked by Wall St. Rank hold TRP as of Q3 2022.

Wipfli Financial Advisors held 2,103 shares of TC Energy worth $86K as of Q3 2022.
TC Energy was a new Wipfli Financial Advisors position in Q3 2022.
TC Energy made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #795 holding.
531 funds tracked by Wall St. Rank held TC Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.