Beam Wealth Advisors’s Enbridge ENB Stock Holding History

Beam Wealth Advisors’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
2021 Q4	–	Sell	-9,343	Closed	-$372K	–	99
2021 Q3	$372K	Buy	9,343 +96	+1%	+$3.79K	0.32%	89
2021 Q2	$370K	Buy	9,247 +2,009	+28%	+$77.7K	0.32%	87
2021 Q1	$263K	Buy	7,238 +285	+4%	+$10K	0.23%	108
2020 Q4	$222K	Sell	6,953 -122	-2%	-$3.71K	0.21%	114
2020 Q3	$207K	Buy	+7,075	New	+$223K	0.19%	119
2020 Q1	–	Sell	-6,097	Closed	-$242K	–	148
2019 Q4	$242K	Buy	+6,097	New	+$228K	0.23%	124

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Beam Wealth Advisors's ENB Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Enbridge (ENB) in Q4 2021, closing a stake of 9,343 shares — an estimated $372K sold.

Beam Wealth Advisors first reported a position in ENB in Q4 2019 and held it in 6 quarters. The position peaked at $372K in Q3 2021. 1,184 funds tracked by Wall St. Rank hold ENB as of Q4 2021.

Beam Wealth Advisors reported no remaining Enbridge position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 9,343 Enbridge shares in Q4 2021, an estimated $372K.
Beam Wealth Advisors first reported a position in Enbridge in Q4 2019 and held it in 6 quarters.
Beam Wealth Advisors's Enbridge position peaked at $372K in Q3 2021.
1,184 funds tracked by Wall St. Rank held Enbridge as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.