Strategic Wealth Investment Group’s Enbridge ENB Stock Holding History

Strategic Wealth Investment 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
2023 Q1	–	Sell	-8,024	Closed	-$331K	–	137
2022 Q4	$331K	Buy	8,024 +1	+0%	+$39	0.08%	91
2022 Q3	$298K	Buy	8,023 +373	+5%	+$15.7K	0.09%	81
2022 Q2	$323K	Buy	7,650 +30	+0.4%	+$1.34K	0.08%	101
2022 Q1	$351K	Buy	7,620 +292	+4%	+$12.5K	0.08%	70
2021 Q4	$286K	Buy	7,328 +59	+0.8%	+$2.37K	0.07%	71
2021 Q3	$290K	Buy	7,269 +13	+0.2%	+$513	0.09%	72
2021 Q2	$291K	Buy	7,256 +336	+5%	+$13K	0.1%	68
2021 Q1	$252K	Buy	6,920 +187	+3%	+$6.57K	0.12%	65
2020 Q4	$215K	Buy	+6,733	New	+$205K	0.13%	72
2020 Q1	–	Sell	-6,505	Closed	-$259K	–	49
2019 Q4	$259K	Buy	+6,505	New	+$243K	0.27%	47

Other funds holding ENB

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

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Norges Bank Oslo, Norway $935B AUM

Strategic Wealth Investment Group's ENB Position: Q1 2023 in Review

Strategic Wealth Investment Group sold out of Enbridge (ENB) in Q1 2023, closing a stake of 8,024 shares — an estimated $331K sold.

Strategic Wealth Investment Group first reported a position in ENB in Q4 2019 and held it in 10 quarters. The position peaked at $351K in Q1 2022. 1,196 funds tracked by Wall St. Rank hold ENB as of Q1 2023.

Strategic Wealth Investment Group reported no remaining Enbridge position as of Q1 2023 after selling out during the quarter.
Strategic Wealth Investment Group sold 8,024 Enbridge shares in Q1 2023, an estimated $331K.
Strategic Wealth Investment Group first reported a position in Enbridge in Q4 2019 and held it in 10 quarters.
Strategic Wealth Investment Group's Enbridge position peaked at $351K in Q1 2022.
1,196 funds tracked by Wall St. Rank held Enbridge as of Q1 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2023, filed 20 Apr 2023.