Financial Gravity Asset Management’s Enerplus Corporation ERF Stock Holding History

Financial Gravity Asset Management’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	-6	Closed	-$124	–	2509
2024 Q1	$124	Buy	+6	New	+$98	﹤0.01%	1700
2023 Q3	–	Sell	-14	Closed	-$91	–	1824
2023 Q2	$91	Buy	+14	New	+$204	﹤0.01%	1316
2023 Q1	–	Sell	-18	Closed	-$111	–	1738
2022 Q4	$111	Buy	+18	New	+$309	﹤0.01%	1092
2022 Q3	–	Sell	-247	Closed	-$3.66K	–	881
2022 Q2	$3.66K	Buy	+247	New	+$3.4K	0.11%	191

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

Financial Gravity Asset Management's ERF Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 6 shares — an estimated $124 sold.

Financial Gravity Asset Management first reported a position in ERF in Q2 2022 and held it in 4 quarters. The position peaked at $3.66K in Q2 2022. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

Financial Gravity Asset Management reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 6 Enerplus Corporation shares in Q2 2024, an estimated $124.
Financial Gravity Asset Management first reported a position in Enerplus Corporation in Q2 2022 and held it in 4 quarters.
Financial Gravity Asset Management's Enerplus Corporation position peaked at $3.66K in Q2 2022.
4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.