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Sovereign Financial Group’s Enbridge ENB Stock Holding History

Sovereign Financial Group’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
-5,912
Closed -$210K – 286
2024
Q2 		$210K Hold
5,912
– – 0.05% 262
2024
Q1 		$214K Sell
5,912
-251
-4% -$8.91K 0.06% 265
2023
Q4 		$222K Buy
+6,163
New +$208K 0.07% 226

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

Sovereign Financial Group's ENB Position: Q3 2024 in Review

Sovereign Financial Group sold out of Enbridge (ENB) in Q3 2024, closing a stake of 5,912 shares — an estimated $210K sold.

Sovereign Financial Group first reported a position in ENB in Q4 2023 and held it in 3 quarters. The position peaked at $222K in Q4 2023. 1,271 funds tracked by Wall St. Rank hold ENB as of Q3 2024.

  • Sovereign Financial Group reported no remaining Enbridge position as of Q3 2024 after selling out during the quarter.
  • Sovereign Financial Group sold 5,912 Enbridge shares in Q3 2024, an estimated $210K.
  • Sovereign Financial Group first reported a position in Enbridge in Q4 2023 and held it in 3 quarters.
  • Sovereign Financial Group's Enbridge position peaked at $222K in Q4 2023.
  • 1,271 funds tracked by Wall St. Rank held Enbridge as of Q3 2024.

Based on Sovereign Financial Group's 13F filing for Q3 2024, filed 8 Oct 2024.