GFWA
ERF

Grey Fox Wealth Advisors’s Enerplus Corporation ERF Stock Holding History

Grey Fox Wealth Advisors’s Portfolio ERF Stock Details ERF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-900
Closed -$15.9K – 557
2022
Q4 		$15.9K Buy
+900
New +$15.4K 0.01% 249

Other funds holding ERF

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Vanguard Group
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KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Adage Capital Partners
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

Grey Fox Wealth Advisors's ERF Position: Q1 2023 in Review

Grey Fox Wealth Advisors sold out of Enerplus Corporation (ERF) in Q1 2023, closing a stake of 900 shares — an estimated $15.9K sold.

Grey Fox Wealth Advisors first reported a position in ERF in Q4 2022 and held it in 1 quarter. The position peaked at $15.9K in Q4 2022. 193 funds tracked by Wall St. Rank hold ERF as of Q1 2023.

  • Grey Fox Wealth Advisors reported no remaining Enerplus Corporation position as of Q1 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 900 Enerplus Corporation shares in Q1 2023, an estimated $15.9K.
  • Grey Fox Wealth Advisors first reported a position in Enerplus Corporation in Q4 2022 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Enerplus Corporation position peaked at $15.9K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.