Aevitas Wealth Management’s Enbridge ENB Stock Holding History

Aevitas 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
2022 Q4	$1.3M	Buy	33,243 +8	+0%	+$313	0.77%	34
2022 Q3	$1.23M	Buy	33,235 +823	+3%	+$34.7K	0.93%	33
2022 Q2	$1.37M	Buy	+32,412	New	+$1.45M	0.93%	34
2022 Q1	–	Sell	-31,659	Closed	-$1.24M	–	119
2021 Q4	$1.24M	Buy	+31,659	New	+$1.27M	0.74%	38
2021 Q3	–	Sell	-30,087	Closed	-$1.21M	–	124
2021 Q2	$1.21M	Buy	+30,087	New	+$1.16M	0.77%	36
2021 Q1	–	Sell	-30,340	Closed	-$971K	–	121
2020 Q4	$971K	Sell	30,340 -24,148	-44%	-$735K	0.71%	40
2020 Q3	$1.59M	Buy	54,488 +1,319	+2%	+$41.5K	1.31%	22
2020 Q2	$1.62M	Buy	53,169 +226	+0.4%	+$6.94K	1.49%	17
2020 Q1	$1.54M	Buy	52,943 +5,019	+10%	+$186K	1.72%	15
2019 Q4	$1.91M	Buy	47,924 +917	+2%	+$34.2K	1.79%	11
2019 Q3	$1.65M	Sell	47,007 -285	-0.6%	-$9.86K	1.65%	19
2019 Q2	$1.71M	Buy	+47,292	New	+$1.72M	1.72%	16
2019 Q1	–	Sell	-37,697	Closed	-$1.17M	–	375
2018 Q4	$1.17M	Buy	37,697 +36,897	+4,612%	+$1.19M	1.2%	22
2018 Q3	$26K	Hold	800	–	–	0.02%	260
2018 Q2	$29K	Buy	+800	New	+$25.3K	0.03%	245
2018 Q1	–	Sell	-1,793	Closed	-$70K	–	453
2017 Q4	$70K	Buy	+1,793	New	+$69K	0.07%	165

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

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Aevitas Wealth Management's ENB Position: Q4 2022 in Review

Aevitas Wealth Management increased its Enbridge (ENB) stake by 0.02% in Q4 2022, buying an estimated $313 and bringing the position to 33,243 shares worth $1.3M. The position accounts for 0.77% of the portfolio, ranked #34.

Aevitas Wealth Management first reported a position in ENB in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.91M in Q4 2019. 1,214 funds tracked by Wall St. Rank hold ENB as of Q4 2022.

Aevitas Wealth Management held 33,243 shares of Enbridge worth $1.3M as of Q4 2022.
Aevitas Wealth Management bought 8 Enbridge shares in Q4 2022, an estimated $313.
Enbridge made up 0.77% of Aevitas Wealth Management's portfolio in Q4 2022, its #34 holding.
Aevitas Wealth Management first reported a position in Enbridge in Q4 2017 and has held it in 16 quarters since.
Aevitas Wealth Management's Enbridge position peaked at $1.91M in Q4 2019.
1,214 funds tracked by Wall St. Rank held Enbridge as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.