AA
ENPH icon

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 $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return