AWM
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Align Wealth Management’s Enphase Energy ENPH Stock Holding History

Align 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
2022
Q4 		$27.7K Buy
+100
New +$29.1K 0.02% 94

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Align Wealth Management's ENPH Position: Q4 2022 in Review

Align Wealth Management opened a new position in Enphase Energy (ENPH) in Q4 2022: 100 shares worth $27.7K. The stake represents 0.02% of the portfolio and ranks #94 among its holdings.

941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

  • Align Wealth Management held 100 shares of Enphase Energy worth $27.7K as of Q4 2022.
  • Enphase Energy was a new Align Wealth Management position in Q4 2022.
  • Enphase Energy made up 0.02% of Align Wealth Management's portfolio in Q4 2022, its #94 holding.
  • 941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.