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Armstrong Advisory Group’s Enphase Energy ENPH Stock Holding History

Armstrong Advisory Group’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
Q3 		– Sell
-258
Closed -$25.7K – 802
2024
Q2 		$25.7K Buy
258
+193
+297% +$22.5K ﹤0.01% 452
2024
Q1 		$8.59K Hold
65
– – ﹤0.01% 586
2023
Q4 		$8.59K Hold
65
– – ﹤0.01% 586
2023
Q3 		$7.81K Hold
65
– – ﹤0.01% 644
2023
Q2 		$10.9K Hold
65
– – ﹤0.01% 572
2023
Q1 		$13.7K Hold
65
– – ﹤0.01% 528
2022
Q4 		$17.2K Buy
+65
New +$18.9K ﹤0.01% 505

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Armstrong Advisory Group's ENPH Position: Q3 2024 in Review

Armstrong Advisory Group sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 258 shares — an estimated $25.7K sold.

Armstrong Advisory Group first reported a position in ENPH in Q4 2022 and held it in 7 quarters. The position peaked at $25.7K in Q2 2024. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Armstrong Advisory Group reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Armstrong Advisory Group sold 258 Enphase Energy shares in Q3 2024, an estimated $25.7K.
  • Armstrong Advisory Group first reported a position in Enphase Energy in Q4 2022 and held it in 7 quarters.
  • Armstrong Advisory Group's Enphase Energy position peaked at $25.7K in Q2 2024.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Armstrong Advisory Group's 13F filing for Q3 2024, filed 11 Oct 2024.