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Lauer Wealth’s Enbridge ENB Stock Holding History

Lauer Wealth’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
Q4 		– Sell
-8,997
Closed -$298K – 47
2023
Q3 		$298K Sell
8,997
-879
-9% -$31.2K 0.32% 32
2023
Q2 		$363K Sell
9,876
-1,928
-16% -$73.5K 0.38% 34
2023
Q1 		$464K Buy
+11,804
New +$463K 0.58% 24

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Lauer Wealth's ENB Position: Q4 2023 in Review

Lauer Wealth sold out of Enbridge (ENB) in Q4 2023, closing a stake of 8,997 shares — an estimated $298K sold.

Lauer Wealth first reported a position in ENB in Q1 2023 and held it in 3 quarters. The position peaked at $464K in Q1 2023. 1,197 funds tracked by Wall St. Rank hold ENB as of Q4 2023.

  • Lauer Wealth reported no remaining Enbridge position as of Q4 2023 after selling out during the quarter.
  • Lauer Wealth sold 8,997 Enbridge shares in Q4 2023, an estimated $298K.
  • Lauer Wealth first reported a position in Enbridge in Q1 2023 and held it in 3 quarters.
  • Lauer Wealth's Enbridge position peaked at $464K in Q1 2023.
  • 1,197 funds tracked by Wall St. Rank held Enbridge as of Q4 2023.

Based on Lauer Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.