Apexium Financial’s Enphase Energy ENPH Stock Holding History

Apexium Financial’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 Q4	–	Sell	-2,772	Closed	-$313K	–	262
2024 Q3	$313K	Hold	2,772	–	–	0.02%	183
2024 Q2	$276K	Buy	+2,772	New	+$323K	0.02%	187

Other funds holding ENPH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Apexium Financial's ENPH Position: Q4 2024 in Review

Apexium Financial sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,772 shares — an estimated $313K sold.

Apexium Financial first reported a position in ENPH in Q2 2024 and held it in 2 quarters. The position peaked at $313K in Q3 2024. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Apexium Financial reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Apexium Financial sold 2,772 Enphase Energy shares in Q4 2024, an estimated $313K.
Apexium Financial first reported a position in Enphase Energy in Q2 2024 and held it in 2 quarters.
Apexium Financial's Enphase Energy position peaked at $313K in Q3 2024.
622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Apexium Financial's 13F filing for Q4 2024, filed 22 Jan 2025.