SWM
ERF

Spire Wealth Management’s Enerplus Corporation ERF Stock Holding History

Spire Wealth Management’s Portfolio ERF Stock Details ERF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-300
Closed -$5.9K – 2415
2024
Q1 		$5.9K Hold
300
– – ﹤0.01% 1888
2023
Q4 		$4.15K Hold
300
– – ﹤0.01% 2009
2023
Q3 		$5.29K Sell
300
-150
-33% -$2.48K ﹤0.01% 1928
2023
Q2 		$6.51K Hold
450
– – ﹤0.01% 1936
2023
Q1 		$6.49K Buy
+450
New +$7.25K ﹤0.01% 1976
2022
Q4 		– Sell
-450
Closed -$6K – 2421
2022
Q3 		$6K Sell
450
-700
-61% -$9.82K ﹤0.01% 1722
2022
Q2 		$15K Buy
1,150
+450
+64% +$6.2K ﹤0.01% 1785
2022
Q1 		$9K Sell
700
-567
-45% -$6.88K ﹤0.01% 2082
2021
Q4 		$13K Buy
1,267
+567
+81% +$5.5K ﹤0.01% 2291
2021
Q3 		$6K Hold
700
– – ﹤0.01% 2261
2021
Q2 		$5K Sell
700
-500
-42% -$3.08K ﹤0.01% 2335
2021
Q1 		$6K Buy
+1,200
New +$5.3K ﹤0.01% 2602

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Spire Wealth Management's ERF Position: Q2 2024 in Review

Spire Wealth Management sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 300 shares — an estimated $5.9K sold.

Spire Wealth Management first reported a position in ERF in Q1 2021 and held it in 12 quarters. The position peaked at $15K in Q2 2022. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • Spire Wealth Management reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 300 Enerplus Corporation shares in Q2 2024, an estimated $5.9K.
  • Spire Wealth Management first reported a position in Enerplus Corporation in Q1 2021 and held it in 12 quarters.
  • Spire Wealth Management's Enerplus Corporation position peaked at $15K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.