FFM
EFXT

Forum Financial Management’s Enerflex EFXT Stock Holding History

Forum Financial Management’s Portfolio EFXT Stock Details EFXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,497
Closed -$110K – 943
2024
Q3 		$110K Hold
18,497
– – ﹤0.01% 752
2024
Q2 		$99.9K Hold
18,497
– – ﹤0.01% 700
2024
Q1 		$108K Hold
18,497
– – ﹤0.01% 729
2023
Q4 		$86.4K Hold
18,497
– – ﹤0.01% 678
2023
Q3 		$106K Sell
18,497
-2,515
-12% -$16.9K ﹤0.01% 618
2023
Q2 		$143K Buy
+21,012
New +$128K ﹤0.01% 630

Other funds holding EFXT

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forum Financial Management's EFXT Position: Q4 2024 in Review

Forum Financial Management sold out of Enerflex (EFXT) in Q4 2024, closing a stake of 18,497 shares — an estimated $110K sold.

Forum Financial Management first reported a position in EFXT in Q2 2023 and held it in 6 quarters. The position peaked at $143K in Q2 2023. 96 funds tracked by Wall St. Rank hold EFXT as of Q4 2024.

  • Forum Financial Management reported no remaining Enerflex position as of Q4 2024 after selling out during the quarter.
  • Forum Financial Management sold 18,497 Enerflex shares in Q4 2024, an estimated $110K.
  • Forum Financial Management first reported a position in Enerflex in Q2 2023 and held it in 6 quarters.
  • Forum Financial Management's Enerflex position peaked at $143K in Q2 2023.
  • 96 funds tracked by Wall St. Rank held Enerflex as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.