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Spartan Planning & Wealth Management’s Enbridge ENB Stock Holding History

Spartan Planning & Wealth Management’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
2022
Q3 		– Sell
-147
Closed -$6K – 88
2022
Q2 		$6K Sell
147
-148
-50% -$6.61K 0.01% 74
2022
Q1 		$14K Buy
+295
New +$12.6K 0.02% 106

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Spartan Planning & Wealth Management's ENB Position: Q3 2022 in Review

Spartan Planning & Wealth Management sold out of Enbridge (ENB) in Q3 2022, closing a stake of 147 shares — an estimated $6K sold.

Spartan Planning & Wealth Management first reported a position in ENB in Q1 2022 and held it in 2 quarters. The position peaked at $14K in Q1 2022. 1,172 funds tracked by Wall St. Rank hold ENB as of Q3 2022.

  • Spartan Planning & Wealth Management reported no remaining Enbridge position as of Q3 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 147 Enbridge shares in Q3 2022, an estimated $6K.
  • Spartan Planning & Wealth Management first reported a position in Enbridge in Q1 2022 and held it in 2 quarters.
  • Spartan Planning & Wealth Management's Enbridge position peaked at $14K in Q1 2022.
  • 1,172 funds tracked by Wall St. Rank held Enbridge as of Q3 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.