Valley Wealth Managers’s Enbridge ENB Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-250	Closed	-$9.29K	–	378
2023 Q2	$9.29K	Hold	250	–	–	﹤0.01%	273
2023 Q1	$9.54K	Sell	250 -497	-67%	-$19.5K	﹤0.01%	288
2022 Q4	$29.2K	Hold	747	–	–	﹤0.01%	256
2022 Q3	$28K	Hold	747	–	–	﹤0.01%	271
2022 Q2	$32K	Buy	+747	New	+$33.3K	﹤0.01%	274

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Valley Wealth Managers's ENB Position: Q3 2023 in Review

Valley Wealth Managers sold out of Enbridge (ENB) in Q3 2023, closing a stake of 250 shares — an estimated $9.29K sold.

Valley Wealth Managers first reported a position in ENB in Q2 2022 and held it in 5 quarters. The position peaked at $32K in Q2 2022. 1,165 funds tracked by Wall St. Rank hold ENB as of Q3 2023.

Valley Wealth Managers reported no remaining Enbridge position as of Q3 2023 after selling out during the quarter.
Valley Wealth Managers sold 250 Enbridge shares in Q3 2023, an estimated $9.29K.
Valley Wealth Managers first reported a position in Enbridge in Q2 2022 and held it in 5 quarters.
Valley Wealth Managers's Enbridge position peaked at $32K in Q2 2022.
1,165 funds tracked by Wall St. Rank held Enbridge as of Q3 2023.

Based on Valley Wealth Managers's 13F filing for Q3 2023, filed 9 Nov 2023.