SIA
EFXT

Soltis Investment Advisors’s Enerflex EFXT Stock Holding History

Soltis Investment Advisors’s Portfolio EFXT Stock Details EFXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,000
Closed -$68.2K – 267
2023
Q2 		$68.2K Hold
10,000
– – 0.01% 258
2023
Q1 		$59.6K Hold
10,000
– – 0.01% 257
2022
Q4 		$63.2K Buy
+10,000
New +$58.1K 0.01% 248

Other funds holding EFXT

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Soltis Investment Advisors's EFXT Position: Q3 2023 in Review

Soltis Investment Advisors sold out of Enerflex (EFXT) in Q3 2023, closing a stake of 10,000 shares — an estimated $68.2K sold.

Soltis Investment Advisors first reported a position in EFXT in Q4 2022 and held it in 3 quarters. The position peaked at $68.2K in Q2 2023. 82 funds tracked by Wall St. Rank hold EFXT as of Q3 2023.

  • Soltis Investment Advisors reported no remaining Enerflex position as of Q3 2023 after selling out during the quarter.
  • Soltis Investment Advisors sold 10,000 Enerflex shares in Q3 2023, an estimated $68.2K.
  • Soltis Investment Advisors first reported a position in Enerflex in Q4 2022 and held it in 3 quarters.
  • Soltis Investment Advisors's Enerflex position peaked at $68.2K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held Enerflex as of Q3 2023.

Based on Soltis Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.