BWP
ERF

Baldwin Wealth Partners’s Enerplus Corporation ERF Stock Holding History

Baldwin Wealth Partners’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
-200
Closed -$3.93K – 828
2024
Q1 		$3.93K Hold
200
– – ﹤0.01% 612
2023
Q4 		$3.07K Hold
200
– – ﹤0.01% 651
2023
Q3 		$3.53K Hold
200
– – ﹤0.01% 652
2023
Q2 		$2.89K Hold
200
– – ﹤0.01% 681
2023
Q1 		$2.88K Hold
200
– – ﹤0.01% 710
2022
Q4 		$3.53K Buy
+200
New +$3.43K ﹤0.01% 691

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Baldwin Wealth Partners's ERF Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 200 shares — an estimated $3.93K sold.

Baldwin Wealth Partners first reported a position in ERF in Q4 2022 and held it in 6 quarters. The position peaked at $3.93K in Q1 2024. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • Baldwin Wealth Partners reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 200 Enerplus Corporation shares in Q2 2024, an estimated $3.93K.
  • Baldwin Wealth Partners first reported a position in Enerplus Corporation in Q4 2022 and held it in 6 quarters.
  • Baldwin Wealth Partners's Enerplus Corporation position peaked at $3.93K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.