REDW Wealth’s Enbridge ENB Stock Holding History

REDW 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
2024 Q2	–	Sell	-6,794	Closed	-$246K	–	160
2024 Q1	$246K	Hold	6,794	–	–	0.07%	141
2023 Q4	$245K	Hold	6,794	–	–	0.07%	132
2023 Q3	$228K	Hold	6,794	–	–	0.07%	125
2023 Q2	$252K	Hold	6,794	–	–	0.08%	125
2023 Q1	$259K	Hold	6,794	–	–	0.08%	113
2022 Q4	$266K	Hold	6,794	–	–	0.09%	111
2022 Q3	$252K	Hold	6,794	–	–	0.1%	99
2022 Q2	$287K	Buy	6,794 +281	+4%	+$12.5K	0.11%	92
2022 Q1	$300K	Hold	6,513	–	–	0.09%	89
2021 Q4	$255K	Hold	6,513	–	–	0.07%	103
2021 Q3	$259K	Hold	6,513	–	–	0.08%	92
2021 Q2	$261K	Hold	6,513	–	–	0.08%	93
2021 Q1	$237K	Hold	6,513	–	–	0.08%	96
2020 Q4	$208K	Buy	+6,513	New	+$198K	0.08%	93
2020 Q1	–	Sell	-5,613	Closed	-$223K	–	78
2019 Q4	$223K	Buy	+5,613	New	+$210K	0.12%	74

Other funds holding ENB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

REDW Wealth's ENB Position: Q2 2024 in Review

REDW Wealth sold out of Enbridge (ENB) in Q2 2024, closing a stake of 6,794 shares — an estimated $246K sold.

REDW Wealth first reported a position in ENB in Q4 2019 and held it in 15 quarters. The position peaked at $300K in Q1 2022. 1,236 funds tracked by Wall St. Rank hold ENB as of Q2 2024.

REDW Wealth reported no remaining Enbridge position as of Q2 2024 after selling out during the quarter.
REDW Wealth sold 6,794 Enbridge shares in Q2 2024, an estimated $246K.
REDW Wealth first reported a position in Enbridge in Q4 2019 and held it in 15 quarters.
REDW Wealth's Enbridge position peaked at $300K in Q1 2022.
1,236 funds tracked by Wall St. Rank held Enbridge as of Q2 2024.

Based on REDW Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.