GoalVest Advisory’s Enbridge ENB Stock Holding History

GoalVest Advisory’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 Q4	–	Sell	-98	Closed	-$3.98K	–	396
2024 Q3	$3.98K	Hold	98	–	–	﹤0.01%	347
2024 Q2	$3.49K	Hold	98	–	–	﹤0.01%	292
2024 Q1	$3.55K	Buy	+98	New	+$3.48K	﹤0.01%	352
2023 Q2	–	Sell	-176	Closed	-$6.71K	–	378
2023 Q1	$6.71K	Buy	+176	New	+$6.9K	﹤0.01%	197
2022 Q2	–	Sell	-36	Closed	-$2K	–	376
2022 Q1	$2K	Buy	+36	New	+$1.54K	﹤0.01%	288

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GoalVest Advisory's ENB Position: Q4 2024 in Review

GoalVest Advisory sold out of Enbridge (ENB) in Q4 2024, closing a stake of 98 shares — an estimated $3.98K sold.

GoalVest Advisory first reported a position in ENB in Q1 2022 and held it in 5 quarters. The position peaked at $6.71K in Q1 2023. 1,345 funds tracked by Wall St. Rank hold ENB as of Q4 2024.

GoalVest Advisory reported no remaining Enbridge position as of Q4 2024 after selling out during the quarter.
GoalVest Advisory sold 98 Enbridge shares in Q4 2024, an estimated $3.98K.
GoalVest Advisory first reported a position in Enbridge in Q1 2022 and held it in 5 quarters.
GoalVest Advisory's Enbridge position peaked at $6.71K in Q1 2023.
1,345 funds tracked by Wall St. Rank held Enbridge as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.