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Abich Financial Wealth Management’s Enphase Energy ENPH Stock Holding History

Abich Financial Wealth Management’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
Q3 		$6.78K Buy
60
+38
+173% +$4.25K 0.02% 233
2024
Q2 		$2.19K Buy
22
+20
+1,000% +$2.33K ﹤0.01% 474
2024
Q1 		$242 Sell
2
-49
-96% -$5.72K ﹤0.01% 471
2023
Q4 		$6.74K Buy
+51
New +$5.41K 0.01% 237

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Abich Financial Wealth Management's ENPH Position: Q3 2024 in Review

Abich Financial Wealth Management increased its Enphase Energy (ENPH) stake by 173% in Q3 2024, buying an estimated $4.25K and bringing the position to 60 shares worth $6.78K. The position accounts for 0.02% of the portfolio, ranked #233.

Abich Financial Wealth Management first reported a position in ENPH in Q4 2023 and has held it in 4 quarters since. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Abich Financial Wealth Management held 60 shares of Enphase Energy worth $6.78K as of Q3 2024.
  • Abich Financial Wealth Management bought 38 Enphase Energy shares in Q3 2024, an estimated $4.25K.
  • Enphase Energy made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2024, its #233 holding.
  • Abich Financial Wealth Management first reported a position in Enphase Energy in Q4 2023 and has held it in 4 quarters since.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.