GI
EFXT

Gradient Investments’s Enerflex EFXT Stock Holding History

Gradient Investments’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
2023
Q4 		– Sell
-408
Closed -$2.34K – 1852
2023
Q3 		$2.34K Buy
+408
New +$2.74K ﹤0.01% 1136

Other funds holding EFXT

CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return

Gradient Investments's EFXT Position: Q4 2023 in Review

Gradient Investments sold out of Enerflex (EFXT) in Q4 2023, closing a stake of 408 shares — an estimated $2.34K sold.

Gradient Investments first reported a position in EFXT in Q3 2023 and held it in 1 quarter. The position peaked at $2.34K in Q3 2023. 72 funds tracked by Wall St. Rank hold EFXT as of Q4 2023.

  • Gradient Investments reported no remaining Enerflex position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 408 Enerflex shares in Q4 2023, an estimated $2.34K.
  • Gradient Investments first reported a position in Enerflex in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's Enerflex position peaked at $2.34K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held Enerflex as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.