Connectus Wealth’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$13.3M Sell
368,259
-2,103
-0.6% -$74.6K 0.36% 67
2023
Q4
$13.3M Sell
370,362
-1,321
-0.4% -$44.5K 0.27% 85
2023
Q3
$12.3M Buy
371,683
+3,695
+1% +$131K 0.27% 88
2023
Q2
$13.7M Buy
367,988
+56,414
+18% +$2.15M 0.31% 79
2023
Q1
$11.9M Buy
311,574
+21,740
+8% +$853K 0.29% 84
2022
Q4
$11.3M Sell
289,834
-3,525
-1% -$138K 0.27% 92
2022
Q3
$10.9M Sell
293,359
-30,024
-9% -$1.27M 0.23% 116
2022
Q2
$13.7M Buy
+323,383
New +$14.4M 0.31% 98

Other funds holding ENB

Connectus Wealth's ENB Position: Q1 2024 in Review

Connectus Wealth reduced its Enbridge (ENB) stake by 0.57% in Q1 2024, selling an estimated $74.6K and leaving 368,259 shares worth $13.3M. The position accounts for 0.36% of the portfolio, ranked #67.

Connectus Wealth first reported a position in ENB in Q2 2022 and has held it in 8 quarters since. The position peaked at $13.7M in Q2 2023. 1,220 funds tracked by Wall St. Rank hold ENB as of Q1 2024.

  • Connectus Wealth held 368,259 shares of Enbridge worth $13.3M as of Q1 2024.
  • Connectus Wealth sold 2,103 Enbridge shares in Q1 2024, an estimated $74.6K.
  • Enbridge made up 0.36% of Connectus Wealth's portfolio in Q1 2024, its #67 holding.
  • Connectus Wealth first reported a position in Enbridge in Q2 2022 and has held it in 8 quarters since.
  • Connectus Wealth's Enbridge position peaked at $13.7M in Q2 2023.
  • 1,220 funds tracked by Wall St. Rank held Enbridge as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.