FirstPurpose Wealth’s Enbridge ENB Stock Holding History

FirstPurpose Wealth’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
2024 Q1	$364K	Buy	10,547 +1,236	+13%	+$43.9K	0.13%	141
2023 Q4	$335K	Buy	9,311 +408	+5%	+$13.8K	0.13%	145
2023 Q3	$298K	Buy	8,903 +371	+4%	+$13.2K	0.13%	142
2023 Q2	$317K	Sell	8,532 -31	-0.4%	-$1.18K	0.14%	131
2023 Q1	$327K	Buy	8,563 +496	+6%	+$19.5K	0.16%	114
2022 Q4	$315K	Buy	+8,067	New	+$316K	0.18%	109
2022 Q3	–	Sell	-4,996	Closed	-$211K	–	156
2022 Q2	$211K	Buy	4,996 +358	+8%	+$16K	0.14%	126
2022 Q1	$214K	Buy	+4,638	New	+$199K	0.17%	122

Other funds holding ENB

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

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

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

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

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

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

FirstPurpose Wealth's ENB Position: Q1 2024 in Review

FirstPurpose Wealth increased its Enbridge (ENB) stake by 13% in Q1 2024, buying an estimated $43.9K and bringing the position to 10,547 shares worth $364K. The position accounts for 0.13% of the portfolio, ranked #141.

FirstPurpose Wealth first reported a position in ENB in Q1 2022 and has held it in 8 quarters since. 1,220 funds tracked by Wall St. Rank hold ENB as of Q1 2024.

FirstPurpose Wealth held 10,547 shares of Enbridge worth $364K as of Q1 2024.
FirstPurpose Wealth bought 1,236 Enbridge shares in Q1 2024, an estimated $43.9K.
Enbridge made up 0.13% of FirstPurpose Wealth's portfolio in Q1 2024, its #141 holding.
FirstPurpose Wealth first reported a position in Enbridge in Q1 2022 and has held it in 8 quarters since.
1,220 funds tracked by Wall St. Rank held Enbridge as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.