HighTower Advisors’s Enerflex EFXT Stock Holding History

HighTower Advisors’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 Q3	–	Sell	-16,146	Closed	-$87K	–	3812
2024 Q2	$87K	Sell	16,146 -8	-0%	-$43	﹤0.01%	3231
2024 Q1	$94K	Sell	16,154 -2,330	-13%	-$12.5K	﹤0.01%	3163
2023 Q4	$86K	Hold	18,484	–	–	﹤0.01%	3227
2023 Q3	$106K	Buy	18,484 +40	+0.2%	+$269	﹤0.01%	3090
2023 Q2	$126K	Hold	18,444	–	–	﹤0.01%	3023
2023 Q1	$110K	Buy	18,444 +8,356	+83%	+$54.7K	﹤0.01%	2917
2022 Q4	$64K	Buy	+10,088	New	+$58.6K	﹤0.01%	2993

Other funds holding EFXT

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

MCM

Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

TCA

Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return

WCCM

Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return

NAM

NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return

HighTower Advisors's EFXT Position: Q3 2024 in Review

HighTower Advisors sold out of Enerflex (EFXT) in Q3 2024, closing a stake of 16,146 shares — an estimated $87K sold.

HighTower Advisors first reported a position in EFXT in Q4 2022 and held it in 7 quarters. The position peaked at $126K in Q2 2023. 83 funds tracked by Wall St. Rank hold EFXT as of Q3 2024.

HighTower Advisors reported no remaining Enerflex position as of Q3 2024 after selling out during the quarter.
HighTower Advisors sold 16,146 Enerflex shares in Q3 2024, an estimated $87K.
HighTower Advisors first reported a position in Enerflex in Q4 2022 and held it in 7 quarters.
HighTower Advisors's Enerflex position peaked at $126K in Q2 2023.
83 funds tracked by Wall St. Rank held Enerflex as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.