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Realta Investment Advisors’s Enbridge ENB Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-6,861
Closed -$244K – 454
2024
Q2 		$244K Sell
6,861
-1,301
-16% -$46.5K 0.05% 350
2024
Q1 		$295K Sell
8,162
-691
-8% -$24.5K 0.06% 322
2023
Q4 		$319K Sell
8,853
-1,092
-11% -$36.8K 0.07% 300
2023
Q3 		$369K Sell
9,945
-325
-3% -$11.5K 0.08% 255
2023
Q2 		$382K Buy
10,270
+54
+0.5% +$2.06K 0.08% 262
2023
Q1 		$390K Sell
10,216
-851
-8% -$33.4K 0.09% 245
2022
Q4 		$433K Buy
11,067
+419
+4% +$16.4K 0.11% 229
2022
Q3 		$395K Buy
10,648
+56
+0.5% +$2.36K 0.1% 230
2022
Q2 		$452K Buy
10,592
+56
+0.5% +$2.5K 0.11% 204
2022
Q1 		$486K Buy
10,536
+1,086
+11% +$46.5K 0.1% 219
2021
Q4 		$369K Buy
9,450
+1,073
+13% +$43K 0.08% 271
2021
Q3 		$333K Buy
8,377
+2,334
+39% +$92.1K 0.08% 275
2021
Q2 		$242K Buy
6,043
+300
+5% +$11.6K 0.06% 335
2021
Q1 		$209K Buy
+5,743
New +$202K 0.06% 347
2020
Q1 		– Sell
-849
Closed -$33K – 611
2019
Q4 		$33K Sell
849
-49
-5% -$1.83K 0.01% 775
2019
Q3 		$32K Sell
898
-3,950
-81% -$137K 0.01% 785
2019
Q2 		$177K Buy
4,848
+4,735
+4,190% +$172K 0.05% 357
2019
Q1 		$4K Buy
+113
New +$4.07K ﹤0.01% 1107

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
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

Realta Investment Advisors's ENB Position: Q3 2024 in Review

Realta Investment Advisors sold out of Enbridge (ENB) in Q3 2024, closing a stake of 6,861 shares — an estimated $244K sold.

Realta Investment Advisors first reported a position in ENB in Q1 2019 and held it in 18 quarters. The position peaked at $486K in Q1 2022. 1,271 funds tracked by Wall St. Rank hold ENB as of Q3 2024.

  • Realta Investment Advisors reported no remaining Enbridge position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 6,861 Enbridge shares in Q3 2024, an estimated $244K.
  • Realta Investment Advisors first reported a position in Enbridge in Q1 2019 and held it in 18 quarters.
  • Realta Investment Advisors's Enbridge position peaked at $486K in Q1 2022.
  • 1,271 funds tracked by Wall St. Rank held Enbridge as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.