Clearstead Advisors’s Enerplus Corporation ERF Stock Holding History

Clearstead 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	-75	Closed	-$1.5K	–	2081
2024 Q1	$1.5K	Hold	75	–	–	﹤0.01%	1352
2023 Q4	$1.15K	Sell	75 -75	-50%	-$1.22K	﹤0.01%	1384
2023 Q3	$2.65K	Buy	150 +75	+100%	+$1.24K	﹤0.01%	1356
2023 Q2	$1.09K	Sell	75 -3,000	-98%	-$43.7K	﹤0.01%	1240
2023 Q1	$44.3K	Buy	3,075 +75	+3%	+$1.21K	﹤0.01%	688
2022 Q4	$53K	Hold	3,000	–	–	﹤0.01%	614
2022 Q3	$43K	Hold	3,000	–	–	﹤0.01%	638
2022 Q2	$40K	Hold	3,000	–	–	﹤0.01%	663
2022 Q1	$38K	Buy	+3,000	New	+$36.4K	﹤0.01%	736

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 $10B AUM 15.14% 1-Year Est. Return

Clearstead Advisors's ERF Position: Q2 2024 in Review

Clearstead Advisors sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 75 shares — an estimated $1.5K sold.

Clearstead Advisors first reported a position in ERF in Q1 2022 and held it in 9 quarters. The position peaked at $53K in Q4 2022. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

Clearstead Advisors reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
Clearstead Advisors sold 75 Enerplus Corporation shares in Q2 2024, an estimated $1.5K.
Clearstead Advisors first reported a position in Enerplus Corporation in Q1 2022 and held it in 9 quarters.
Clearstead Advisors's Enerplus Corporation position peaked at $53K in Q4 2022.
4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Clearstead Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.