Aviso Wealth Management’s Enphase Energy ENPH Stock Holding History

Aviso 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 Q3	–	Sell	-7,757	Closed	-$773K	–	152
2024 Q2	$773K	Sell	7,757 -165	-2%	-$19.2K	0.46%	60
2024 Q1	$958K	Buy	7,922 +1,445	+22%	+$169K	0.6%	42
2023 Q4	$856K	Buy	+6,477	New	+$687K	0.62%	40

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Aviso Wealth Management's ENPH Position: Q3 2024 in Review

Aviso Wealth Management sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 7,757 shares — an estimated $773K sold.

Aviso Wealth Management first reported a position in ENPH in Q4 2023 and held it in 3 quarters. The position peaked at $958K in Q1 2024. 730 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

Aviso Wealth Management reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
Aviso Wealth Management sold 7,757 Enphase Energy shares in Q3 2024, an estimated $773K.
Aviso Wealth Management first reported a position in Enphase Energy in Q4 2023 and held it in 3 quarters.
Aviso Wealth Management's Enphase Energy position peaked at $958K in Q1 2024.
730 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Aviso Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.