AWE
EFXT

Avidian Wealth Enterprises’s Enerflex EFXT Stock Holding History

Avidian Wealth Enterprises’s Portfolio EFXT Stock Details EFXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-76,413
Closed -$455K – 519
2024
Q3 		$455K Buy
76,413
+9,975
+15% +$55.9K 0.02% 310
2024
Q2 		$359K Buy
66,438
+50,925
+328% +$276K 0.01% 359
2024
Q1 		$90.4K Buy
+15,513
New +$83K ﹤0.01% 433

Other funds holding EFXT

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avidian Wealth Enterprises's EFXT Position: Q4 2024 in Review

Avidian Wealth Enterprises sold out of Enerflex (EFXT) in Q4 2024, closing a stake of 76,413 shares — an estimated $455K sold.

Avidian Wealth Enterprises first reported a position in EFXT in Q1 2024 and held it in 3 quarters. The position peaked at $455K in Q3 2024. 96 funds tracked by Wall St. Rank hold EFXT as of Q4 2024.

  • Avidian Wealth Enterprises reported no remaining Enerflex position as of Q4 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 76,413 Enerflex shares in Q4 2024, an estimated $455K.
  • Avidian Wealth Enterprises first reported a position in Enerflex in Q1 2024 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Enerflex position peaked at $455K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Enerflex as of Q4 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.