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Aries Wealth Management’s Enphase Energy ENPH Stock Holding History

Aries 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
2023
Q4 		– Sell
-1,951
Closed -$248K – 204
2023
Q3 		$248K Buy
1,951
+658
+51% +$93.7K 0.1% 171
2023
Q2 		$217K Hold
1,293
– – 0.08% 185
2023
Q1 		$272K Buy
1,293
+166
+15% +$36K 0.11% 155
2022
Q4 		$299K Hold
1,127
– – 0.13% 149
2022
Q3 		$346K Sell
1,127
-15
-1% -$4.05K 0.15% 128
2022
Q2 		$223K Buy
+1,142
New +$206K 0.1% 159
2022
Q1 		– Sell
-1,183
Closed -$216K – 118
2021
Q4 		$216K Buy
+1,183
New +$247K 0.08% 172

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

Aries Wealth Management's ENPH Position: Q4 2023 in Review

Aries Wealth Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 1,951 shares — an estimated $248K sold.

Aries Wealth Management first reported a position in ENPH in Q4 2021 and held it in 7 quarters. The position peaked at $346K in Q3 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Aries Wealth Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Aries Wealth Management sold 1,951 Enphase Energy shares in Q4 2023, an estimated $248K.
  • Aries Wealth Management first reported a position in Enphase Energy in Q4 2021 and held it in 7 quarters.
  • Aries Wealth Management's Enphase Energy position peaked at $346K in Q3 2022.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Aries Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.