Fortis Capital Advisors’s Enbridge ENB Stock Holding History

Fortis Capital Advisors’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 Q3	–	Sell	-6,912	Closed	-$246K	–	182
2024 Q2	$246K	Buy	6,912 +639	+10%	+$22.8K	0.09%	145
2024 Q1	$227K	Sell	6,273 -32	-0.5%	-$1.14K	0.1%	151
2023 Q4	$227K	Hold	6,305	–	–	0.12%	102
2023 Q3	$209K	Hold	6,305	–	–	0.13%	93
2023 Q2	$234K	Sell	6,305 -52	-0.8%	-$1.98K	0.14%	95
2023 Q1	$243K	Buy	6,357 +1,280	+25%	+$50.2K	0.13%	96
2022 Q4	$199K	Buy	+5,077	New	+$199K	0.12%	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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

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

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

Fortis Capital Advisors's ENB Position: Q3 2024 in Review

Fortis Capital Advisors sold out of Enbridge (ENB) in Q3 2024, closing a stake of 6,912 shares — an estimated $246K sold.

Fortis Capital Advisors first reported a position in ENB in Q4 2022 and held it in 7 quarters. The position peaked at $246K in Q2 2024. 1,271 funds tracked by Wall St. Rank hold ENB as of Q3 2024.

Fortis Capital Advisors reported no remaining Enbridge position as of Q3 2024 after selling out during the quarter.
Fortis Capital Advisors sold 6,912 Enbridge shares in Q3 2024, an estimated $246K.
Fortis Capital Advisors first reported a position in Enbridge in Q4 2022 and held it in 7 quarters.
Fortis Capital Advisors's Enbridge position peaked at $246K in Q2 2024.
1,271 funds tracked by Wall St. Rank held Enbridge as of Q3 2024.

Based on Fortis Capital Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.