Intercontinental Wealth Advisors’s Enbridge ENB Stock Holding History

Intercontinental Wealth Advisors’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
2023 Q2	$986K	Buy	26,539 +72	+0.3%	+$2.75K	0.24%	98
2023 Q1	$1.01M	Sell	26,467 -291	-1%	-$11.4K	0.26%	90
2022 Q4	$1.05M	Buy	26,758 +2,664	+11%	+$104K	0.31%	74
2022 Q3	$898K	Buy	24,094 +1,507	+7%	+$63.6K	0.28%	84
2022 Q2	$952K	Buy	22,587 +243	+1%	+$10.8K	0.26%	86
2022 Q1	$1.03M	Sell	22,344 -58	-0.3%	-$2.48K	0.23%	88
2021 Q4	$876K	Sell	22,402 -65	-0.3%	-$2.61K	0.18%	109
2021 Q3	$895K	Sell	22,467 -303	-1%	-$12K	0.21%	99
2021 Q2	$913K	Sell	22,770 -1,127	-5%	-$43.6K	0.18%	99
2021 Q1	$870K	Buy	23,897 +3,658	+18%	+$129K	0.19%	100
2020 Q4	$647K	Sell	20,239 -5,772	-22%	-$176K	0.16%	115
2020 Q3	$760K	Sell	26,011 -986	-4%	-$31K	0.22%	89
2020 Q2	$821K	Sell	26,997 -2,073	-7%	-$63.7K	0.27%	82
2020 Q1	$846K	Buy	29,070 +14,345	+97%	+$532K	0.45%	58
2019 Q4	$616K	Sell	14,725 -20,742	-58%	-$775K	0.51%	37
2019 Q3	$1.24M	Sell	35,467 -641	-2%	-$22.2K	0.76%	32
2019 Q2	$1.3M	Sell	36,108 -4,046	-10%	-$147K	0.67%	30
2019 Q1	$1.46M	Sell	40,154 -1,163	-3%	-$41.9K	0.72%	30
2018 Q4	$1.28M	Sell	41,317 -2,670	-6%	-$85.9K	0.72%	29
2018 Q3	$1.42M	Sell	43,987 -2,846	-6%	-$99.4K	0.71%	32
2018 Q2	$1.67M	Sell	46,833 -1,706	-4%	-$54K	0.93%	26
2018 Q1	$1.53M	Sell	48,539 -11,355	-19%	-$397K	0.89%	30
2017 Q4	$2.34M	Sell	59,894 -6,042	-9%	-$232K	1.31%	15
2017 Q3	$2.76M	Sell	65,936 -4,696	-7%	-$191K	1.68%	14
2017 Q2	$2.81M	Sell	70,632 -10,134	-13%	-$408K	1.81%	13
2017 Q1	$3.38M	Buy	+80,766	New	+$3.41M	2.03%	14

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Intercontinental Wealth Advisors's ENB Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Enbridge (ENB) stake by 0.27% in Q2 2023, buying an estimated $2.75K and bringing the position to 26,539 shares worth $986K. The position accounts for 0.24% of the portfolio, ranked #98.

Intercontinental Wealth Advisors first reported a position in ENB in Q1 2017 and has held it in 26 quarters since. The position peaked at $3.38M in Q1 2017. 1,197 funds tracked by Wall St. Rank hold ENB as of Q2 2023.

Intercontinental Wealth Advisors held 26,539 shares of Enbridge worth $986K as of Q2 2023.
Intercontinental Wealth Advisors bought 72 Enbridge shares in Q2 2023, an estimated $2.75K.
Enbridge made up 0.24% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #98 holding.
Intercontinental Wealth Advisors first reported a position in Enbridge in Q1 2017 and has held it in 26 quarters since.
Intercontinental Wealth Advisors's Enbridge position peaked at $3.38M in Q1 2017.
1,197 funds tracked by Wall St. Rank held Enbridge as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.