APM
ENPH icon

Advanced Portfolio Management’s Enphase Energy ENPH Stock Holding History

Advanced Portfolio 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
2023
Q4 		– Sell
-27,500
Closed -$3.3M – 81
2023
Q3 		$3.3M Buy
27,500
+4,185
+18% +$596K 2.78% 16
2023
Q2 		$3.9M Buy
23,315
+16,315
+233% +$2.92M 3.56% 12
2023
Q1 		$1.47M Buy
+7,000
New +$1.52M 1.47% 24

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advanced Portfolio Management's ENPH Position: Q4 2023 in Review

Advanced Portfolio Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 27,500 shares — an estimated $3.3M sold.

Advanced Portfolio Management first reported a position in ENPH in Q1 2023 and held it in 3 quarters. The position peaked at $3.9M in Q2 2023. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Advanced Portfolio Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Advanced Portfolio Management sold 27,500 Enphase Energy shares in Q4 2023, an estimated $3.3M.
  • Advanced Portfolio Management first reported a position in Enphase Energy in Q1 2023 and held it in 3 quarters.
  • Advanced Portfolio Management's Enphase Energy position peaked at $3.9M in Q2 2023.
  • 757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Advanced Portfolio Management's 13F filing for Q4 2023, filed 14 Feb 2024.