Atlas Capital Advisors’s Enerplus Corporation ERF Stock Holding History

Atlas Capital Advisors’s Portfolio ERF Stock Details ERF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,891	Closed	-$96.2K	–	974
2024 Q1	$96.2K	Buy	4,891 +241	+5%	+$3.92K	0.02%	488
2023 Q4	$71.3K	Buy	4,650 +1,571	+51%	+$25.5K	0.01%	545
2023 Q3	$54.3K	Hold	3,079	–	–	0.01%	527
2023 Q2	$44.6K	Hold	3,079	–	–	0.01%	583
2023 Q1	$44.4K	Sell	3,079 -2,090	-40%	-$33.7K	0.01%	581
2022 Q4	$91.2K	Buy	5,169 +3,010	+139%	+$51.7K	0.02%	456
2022 Q3	$30.6K	Sell	2,159 -5,362	-71%	-$75.2K	0.01%	600
2022 Q2	$99.5K	Buy	+7,521	New	+$104K	0.02%	459

Other funds holding ERF

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Atlas Capital Advisors's ERF Position: Q2 2024 in Review

Atlas Capital Advisors sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 4,891 shares — an estimated $96.2K sold.

Atlas Capital Advisors first reported a position in ERF in Q2 2022 and held it in 8 quarters. The position peaked at $99.5K in Q2 2022. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

Atlas Capital Advisors reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
Atlas Capital Advisors sold 4,891 Enerplus Corporation shares in Q2 2024, an estimated $96.2K.
Atlas Capital Advisors first reported a position in Enerplus Corporation in Q2 2022 and held it in 8 quarters.
Atlas Capital Advisors's Enerplus Corporation position peaked at $99.5K in Q2 2022.
4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Atlas Capital Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.