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Clear Perspectives Financial Planning’s Enbridge ENB Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$8.55K Hold
224
– – ﹤0.01% 145
2022
Q4 		$8.76K Hold
224
– – ﹤0.01% 156
2022
Q3 		$8K Buy
+224
New +$9.45K ﹤0.01% 151

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clear Perspectives Financial Planning's ENB Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Enbridge (ENB) position steady in Q1 2023 at 224 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Clear Perspectives Financial Planning first reported a position in ENB in Q3 2022 and has held it in 3 quarters since. The position peaked at $8.76K in Q4 2022. 1,196 funds tracked by Wall St. Rank hold ENB as of Q1 2023.

  • Clear Perspectives Financial Planning held 224 shares of Enbridge worth $8.55K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Enbridge share count unchanged in Q1 2023.
  • Enbridge made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #145 holding.
  • Clear Perspectives Financial Planning first reported a position in Enbridge in Q3 2022 and has held it in 3 quarters since.
  • Clear Perspectives Financial Planning's Enbridge position peaked at $8.76K in Q4 2022.
  • 1,196 funds tracked by Wall St. Rank held Enbridge as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.