9258 Wealth Management’s Enbridge ENB Stock Holding History

9258 Wealth Management’s Portfolio ENB Stock Details ENB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$206K	Sell	5,084 -4,770	-48%	-$184K	0.03%	342
2024 Q2	$351K	Hold	9,854	–	–	0.05%	244
2024 Q1	$357K	Buy	9,854 +1	+0%	+$35	0.06%	241
2023 Q4	$355K	Hold	9,853	–	–	0.06%	227
2023 Q3	$330K	Buy	9,853 +20	+0.2%	+$710	0.06%	233
2023 Q2	$365K	Sell	9,833 -29	-0.3%	-$1.11K	0.07%	228
2023 Q1	$376K	Sell	9,862 -24	-0.2%	-$941	0.08%	220
2022 Q4	$387K	Buy	9,886 +23	+0.2%	+$900	0.08%	208
2022 Q3	$366K	Sell	9,863 -229	-2%	-$9.66K	0.09%	207
2022 Q2	$426K	Buy	10,092 +14	+0.1%	+$625	0.11%	195
2022 Q1	$464K	Hold	10,078	–	–	0.11%	204
2021 Q4	$394K	Buy	10,078 +920	+10%	+$36.9K	0.09%	237
2021 Q3	$364K	Hold	9,158	–	–	0.1%	221
2021 Q2	$367K	Sell	9,158 -270	-3%	-$10.4K	0.1%	219
2021 Q1	$343K	Hold	9,428	–	–	0.1%	212
2020 Q4	$302K	Sell	9,428 -896	-9%	-$27.3K	0.1%	227
2020 Q3	$284K	Sell	10,324 -2,092	-17%	-$65.8K	0.11%	208
2020 Q2	$378K	Sell	12,416 -481	-4%	-$14.8K	0.15%	165
2020 Q1	$383K	Sell	12,897 -561	-4%	-$20.8K	0.17%	152
2019 Q4	$535K	Buy	+13,458	New	+$503K	0.2%	140

Other funds holding ENB

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

9258 Wealth Management's ENB Position: Q3 2024 in Review

9258 Wealth Management reduced its Enbridge (ENB) stake by 48% in Q3 2024, selling an estimated $184K and leaving 5,084 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #342.

9258 Wealth Management first reported a position in ENB in Q4 2019 and has held it in 20 quarters since. The position peaked at $535K in Q4 2019. 1,271 funds tracked by Wall St. Rank hold ENB as of Q3 2024.

9258 Wealth Management held 5,084 shares of Enbridge worth $206K as of Q3 2024.
9258 Wealth Management sold 4,770 Enbridge shares in Q3 2024, an estimated $184K.
Enbridge made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #342 holding.
9258 Wealth Management first reported a position in Enbridge in Q4 2019 and has held it in 20 quarters since.
9258 Wealth Management's Enbridge position peaked at $535K in Q4 2019.
1,271 funds tracked by Wall St. Rank held Enbridge as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.