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Alta Advisers’s Enphase Energy ENPH Stock Holding History

Alta Advisers’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 		– Sell
-400
Closed -$39.9K – 424
2024
Q2 		$39.9K Hold
400
– – 0.02% 390
2024
Q1 		$48.4K Hold
400
– – 0.02% 383
2023
Q4 		$52.9K Hold
400
– – 0.03% 378
2023
Q3 		$48.1K Hold
400
– – 0.03% 379
2023
Q2 		$67K Hold
400
– – 0.04% 337
2023
Q1 		$84.1K Hold
400
– – 0.05% 282
2022
Q4 		$106K Hold
400
– – 0.06% 206
2022
Q3 		$111K Buy
+400
New +$108K 0.07% 176

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 $3.37T AUM 44.26% 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

Alta Advisers's ENPH Position: Q3 2024 in Review

Alta Advisers sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 400 shares — an estimated $39.9K sold.

Alta Advisers first reported a position in ENPH in Q3 2022 and held it in 8 quarters. The position peaked at $111K in Q3 2022. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Alta Advisers reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Alta Advisers sold 400 Enphase Energy shares in Q3 2024, an estimated $39.9K.
  • Alta Advisers first reported a position in Enphase Energy in Q3 2022 and held it in 8 quarters.
  • Alta Advisers's Enphase Energy position peaked at $111K in Q3 2022.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Alta Advisers's 13F filing for Q3 2024, filed 8 Nov 2024.