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AWM
Apollon Wealth Management’s
Enphase Energy
ENPH
Stock Holding History
Apollon 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
2024
Q1
–
Sell
-1,767
Closed
-$233K
–
1126
2023
Q4
$233K
Sell
1,767
-638
-27%
-$67.7K
0.01%
941
2023
Q3
$289K
Buy
2,405
+685
+40%
+$97.6K
0.01%
715
2023
Q2
$288K
Sell
1,720
-225
-12%
-$40.2K
0.01%
752
2023
Q1
$409K
Sell
1,945
-20
-1%
-$4.33K
0.03%
589
2022
Q4
$521K
Buy
1,965
+139
+8%
+$40.4K
0.04%
498
2022
Q3
$507K
Buy
1,826
+139
+8%
+$37.5K
0.04%
438
2022
Q2
$329K
Sell
1,687
-270
-14%
-$48.8K
0.03%
545
2022
Q1
$395K
Buy
1,957
+252
+15%
+$39.6K
0.03%
523
2021
Q4
$312K
Buy
+1,705
New
+$356K
0.02%
570
2021
Q3
–
Sell
-1,125
Closed
-$207K
–
479
2021
Q2
$207K
Buy
+1,125
New
+$165K
0.04%
345
2020
Q3
–
Sell
-400
Closed
-$19K
–
309
2020
Q2
$19K
Buy
+400
New
+$19.1K
0.01%
377
2020
Q1
–
Sell
-15,300
Closed
-$471K
–
66
2019
Q4
$471K
Buy
15,300
+5,300
+53%
+$121K
0.42%
40
2019
Q3
$222K
Sell
10,000
-22,500
-69%
-$577K
0.23%
58
2019
Q2
$592K
Buy
32,500
+7,500
+30%
+$103K
0.68%
28
2019
Q1
$231K
Sell
25,000
-3,811
-13%
-$29K
0.3%
47
2018
Q4
$208K
Buy
+28,811
New
+$146K
0.19%
44
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
VOYA Investment Management
Atlanta, Georgia
$96.1B AUM
40.06%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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