1620 Investment Advisors’s Enphase Energy ENPH Stock Holding History

1620 Investment Advisors’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2	Closed	-$271	–	716
2024 Q3	$271	Buy	+2	New	+$223	﹤0.01%	693

Other funds holding ENPH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

1620 Investment Advisors's ENPH Position: Q4 2024 in Review

1620 Investment Advisors sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2 shares — an estimated $271 sold.

1620 Investment Advisors first reported a position in ENPH in Q3 2024 and held it in 1 quarter. The position peaked at $271 in Q3 2024. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

1620 Investment Advisors reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
1620 Investment Advisors sold 2 Enphase Energy shares in Q4 2024, an estimated $271.
1620 Investment Advisors first reported a position in Enphase Energy in Q3 2024 and held it in 1 quarter.
1620 Investment Advisors's Enphase Energy position peaked at $271 in Q3 2024.
622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on 1620 Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.