W
ERF

WealthCollab’s Enerplus Corporation ERF Stock Holding History

WealthCollab’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
-1,066
Closed -$21K – 914
2024
Q1 		$21K Sell
1,066
-465
-30% -$7.57K 0.02% 297
2023
Q4 		$23.5K Buy
+1,531
New +$24.9K 0.02% 247

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

WealthCollab's ERF Position: Q2 2024 in Review

WealthCollab sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 1,066 shares — an estimated $21K sold.

WealthCollab first reported a position in ERF in Q4 2023 and held it in 2 quarters. The position peaked at $23.5K in Q4 2023. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • WealthCollab reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • WealthCollab sold 1,066 Enerplus Corporation shares in Q2 2024, an estimated $21K.
  • WealthCollab first reported a position in Enerplus Corporation in Q4 2023 and held it in 2 quarters.
  • WealthCollab's Enerplus Corporation position peaked at $23.5K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on WealthCollab's 13F filing for Q2 2024, filed 13 Aug 2024.