Curi Wealth Management’s Enbridge ENB Stock Holding History

Curi Wealth Management’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	–	Sell	-8,157	Closed	-$319K	–	171
2022 Q4	$319K	Buy	8,157 +1,503	+23%	+$58.8K	0.04%	138
2022 Q3	$247K	Buy	6,654 +4,857	+270%	+$205K	0.04%	149
2022 Q2	$76K	Buy	1,797 +1,560	+658%	+$69.6K	0.01%	196
2022 Q1	$10K	Buy	237 +4	+2%	+$171	﹤0.01%	357
2021 Q4	$9K	Buy	+233	New	+$9.34K	﹤0.01%	328
2021 Q1	–	Sell	-125	Closed	-$3K	–	220
2020 Q4	$3K	Buy	+125	New	+$3.8K	﹤0.01%	319

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Curi Wealth Management's ENB Position: Q1 2023 in Review

Curi Wealth Management sold out of Enbridge (ENB) in Q1 2023, closing a stake of 8,157 shares — an estimated $319K sold.

Curi Wealth Management first reported a position in ENB in Q4 2020 and held it in 6 quarters. The position peaked at $319K in Q4 2022. 1,196 funds tracked by Wall St. Rank hold ENB as of Q1 2023.

Curi Wealth Management reported no remaining Enbridge position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 8,157 Enbridge shares in Q1 2023, an estimated $319K.
Curi Wealth Management first reported a position in Enbridge in Q4 2020 and held it in 6 quarters.
Curi Wealth Management's Enbridge position peaked at $319K in Q4 2022.
1,196 funds tracked by Wall St. Rank held Enbridge as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.