AE Wealth Management’s Enphase Energy ENPH Stock Holding History

AE 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	-7,525	Closed	-$793K	–	1386
2023 Q4	$793K	Sell	7,525 -7,415	-50%	-$786K	﹤0.01%	1242
2023 Q3	$1.79M	Buy	14,940 +2,921	+24%	+$416K	0.01%	889
2023 Q2	$2.01M	Buy	12,019 +8,197	+214%	+$1.46M	0.01%	843
2023 Q1	$804K	Sell	3,822 -3,151	-45%	-$682K	0.01%	1130
2022 Q4	$1.85M	Buy	6,973 +148	+2%	+$43.1K	0.01%	781
2022 Q3	$1.89M	Sell	6,825 -1,028	-13%	-$277K	0.02%	718
2022 Q2	$1.53M	Buy	7,853 +3,303	+73%	+$597K	0.01%	752
2022 Q1	$918K	Buy	4,550 +333	+8%	+$52.3K	0.01%	946
2021 Q4	$771K	Sell	4,217 -2,412	-36%	-$503K	0.01%	1061
2021 Q3	$994K	Sell	6,629 -1,353	-17%	-$232K	0.01%	870
2021 Q2	$1.47M	Buy	7,982 +364	+5%	+$53.4K	0.01%	723
2021 Q1	$1.24M	Sell	7,618 -1,275	-14%	-$229K	0.01%	703
2020 Q4	$1.56M	Sell	8,893 -5,498	-38%	-$697K	0.02%	573
2020 Q3	$1.19M	Buy	+14,391	New	+$964K	0.02%	586
2020 Q2	–	Sell	-15,489	Closed	-$500K	–	1280
2020 Q1	$500K	Buy	+15,489	New	+$584K	0.01%	679

Other funds holding ENPH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return