IWP
ERF

IAG Wealth Partners’s Enerplus Corporation ERF Stock Holding History

IAG Wealth Partners’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
2024
Q2 		– Sell
-1,015
Closed -$20K – 525
2024
Q1 		$20K Hold
1,015
– – ﹤0.01% 237
2023
Q4 		$15.6K Sell
1,015
-1,155
-53% -$18.8K ﹤0.01% 258
2023
Q3 		$38.3K Buy
+2,170
New +$35.9K 0.01% 168

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

IAG Wealth Partners's ERF Position: Q2 2024 in Review

IAG Wealth Partners sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 1,015 shares — an estimated $20K sold.

IAG Wealth Partners first reported a position in ERF in Q3 2023 and held it in 3 quarters. The position peaked at $38.3K in Q3 2023. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • IAG Wealth Partners reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 1,015 Enerplus Corporation shares in Q2 2024, an estimated $20K.
  • IAG Wealth Partners first reported a position in Enerplus Corporation in Q3 2023 and held it in 3 quarters.
  • IAG Wealth Partners's Enerplus Corporation position peaked at $38.3K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on IAG Wealth Partners's 13F filing for Q2 2024, filed 16 Jul 2024.