AWM
ENPH icon

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return