Able Wealth Management’s Enphase Energy ENPH Stock Holding History

Able 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 Q1	–	Sell	-8	Closed	-$1.06K	–	223
2023 Q4	$1.06K	Buy	+8	New	+$848	﹤0.01%	516

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Able Wealth Management's ENPH Position: Q1 2024 in Review

Able Wealth Management sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 8 shares — an estimated $1.06K sold.

Able Wealth Management first reported a position in ENPH in Q4 2023 and held it in 1 quarter. The position peaked at $1.06K in Q4 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

Able Wealth Management reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 8 Enphase Energy shares in Q1 2024, an estimated $1.06K.
Able Wealth Management first reported a position in Enphase Energy in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Enphase Energy position peaked at $1.06K in Q4 2023.
725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.