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Annis Gardner Whiting Capital Advisors’s Enphase Energy ENPH Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-1,095
Closed -$132K – 704
2023
Q3 		$132K Buy
+1,095
New +$156K 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's ENPH Position: Q4 2023 in Review

Annis Gardner Whiting Capital Advisors sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 1,095 shares — an estimated $132K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ENPH in Q3 2023 and held it in 1 quarter. The position peaked at $132K in Q3 2023. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Annis Gardner Whiting Capital Advisors reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,095 Enphase Energy shares in Q4 2023, an estimated $132K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Enphase Energy in Q3 2023 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Enphase Energy position peaked at $132K in Q3 2023.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.