WR Wealth Planners’s TC Energy TRP Stock Holding History

WR Wealth Planners’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	-61	Closed	-$2.9K	–	1185
2024 Q3	$2.9K	Hold	61	–	–	﹤0.01%	830
2024 Q2	$2.31K	Sell	61 -60	-50%	-$2.27K	﹤0.01%	859
2024 Q1	$4.86K	Buy	+121	New	+$4.77K	﹤0.01%	725
2023 Q4	–	Sell	-61	Closed	-$2.1K	–	803
2023 Q3	$2.1K	Hold	61	–	–	﹤0.01%	774
2023 Q2	$2.46K	Hold	61	–	–	﹤0.01%	751
2023 Q1	$2.37K	Sell	61 -59	-49%	-$2.4K	﹤0.01%	757
2022 Q4	$4.78K	Hold	120	–	–	﹤0.01%	329
2022 Q3	$4.83K	Hold	120	–	–	﹤0.01%	316
2022 Q2	$6.22K	Hold	120	–	–	﹤0.01%	323
2022 Q1	$6.77K	Buy	+120	New	+$6.31K	﹤0.01%	334

Other funds holding TRP

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

WR Wealth Planners's TRP Position: Q4 2024 in Review

WR Wealth Planners sold out of TC Energy (TRP) in Q4 2024, closing a stake of 61 shares — an estimated $2.9K sold.

WR Wealth Planners first reported a position in TRP in Q1 2022 and held it in 10 quarters. The position peaked at $6.77K in Q1 2022. 599 funds tracked by Wall St. Rank hold TRP as of Q4 2024.

WR Wealth Planners reported no remaining TC Energy position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 61 TC Energy shares in Q4 2024, an estimated $2.9K.
WR Wealth Planners first reported a position in TC Energy in Q1 2022 and held it in 10 quarters.
WR Wealth Planners's TC Energy position peaked at $6.77K in Q1 2022.
599 funds tracked by Wall St. Rank held TC Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.