Walkner Condon Financial Advisors’s Enbridge ENB Stock Holding History

Walkner Condon Financial Advisors’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 Q2	–	Sell	-6,308	Closed	-$228K	–	261
2024 Q1	$228K	Buy	6,308 +141	+2%	+$5K	0.05%	246
2023 Q4	$222K	Buy	+6,167	New	+$208K	0.05%	242
2023 Q3	–	Sell	-6,040	Closed	-$224K	–	248
2023 Q2	$224K	Sell	6,040 -171	-3%	-$6.52K	0.06%	219
2023 Q1	$237K	Sell	6,211 -322	-5%	-$12.6K	0.07%	205
2022 Q4	$255K	Sell	6,533 -2,829	-30%	-$111K	0.08%	191
2022 Q3	$347K	Buy	9,362 +113	+1%	+$4.76K	0.11%	149
2022 Q2	$391K	Sell	9,249 -8	-0.1%	-$357	0.12%	144
2022 Q1	$427K	Buy	+9,257	New	+$396K	0.12%	148
2021 Q4	–	Sell	-6,897	Closed	-$275K	–	127
2021 Q3	$275K	Buy	6,897 +52	+0.8%	+$2.05K	0.14%	120
2021 Q2	$274K	Hold	6,845	–	–	0.1%	139
2021 Q1	$249K	Buy	+6,845	New	+$241K	0.1%	148

Other funds holding ENB

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Walkner Condon Financial Advisors's ENB Position: Q2 2024 in Review

Walkner Condon Financial Advisors sold out of Enbridge (ENB) in Q2 2024, closing a stake of 6,308 shares — an estimated $228K sold.

Walkner Condon Financial Advisors first reported a position in ENB in Q1 2021 and held it in 11 quarters. The position peaked at $427K in Q1 2022. 1,236 funds tracked by Wall St. Rank hold ENB as of Q2 2024.

Walkner Condon Financial Advisors reported no remaining Enbridge position as of Q2 2024 after selling out during the quarter.
Walkner Condon Financial Advisors sold 6,308 Enbridge shares in Q2 2024, an estimated $228K.
Walkner Condon Financial Advisors first reported a position in Enbridge in Q1 2021 and held it in 11 quarters.
Walkner Condon Financial Advisors's Enbridge position peaked at $427K in Q1 2022.
1,236 funds tracked by Wall St. Rank held Enbridge as of Q2 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.