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Avitas Wealth Management’s Enphase Energy ENPH Stock Holding History

Avitas 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
-2,076
Closed -$249K – 203
2023
Q3 		$249K Buy
2,076
+83
+4% +$11.8K 0.05% 195
2023
Q2 		$334K Sell
1,993
-25
-1% -$4.47K 0.06% 181
2023
Q1 		$424K Buy
2,018
+555
+38% +$120K 0.08% 170
2022
Q4 		$388K Sell
1,463
-8
-0.5% -$2.33K 0.08% 159
2022
Q3 		$408K Sell
1,471
-1,019
-41% -$275K 0.09% 147
2022
Q2 		$486K Sell
2,490
-65
-3% -$11.8K 0.11% 145
2022
Q1 		$516K Sell
2,555
-1,063
-29% -$167K 0.09% 158
2021
Q4 		$662K Buy
3,618
+110
+3% +$22.9K 0.11% 147
2021
Q3 		$526K Sell
3,508
-43
-1% -$7.38K 0.1% 162
2021
Q2 		$652K Sell
3,551
-1,366
-28% -$200K 0.12% 168
2021
Q1 		$797K Sell
4,917
-1,937
-28% -$348K 0.16% 154
2020
Q4 		$1.2M Buy
6,854
+1,389
+25% +$176K 0.24% 128
2020
Q3 		$451K Buy
+5,465
New +$366K 0.13% 151

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 $3.37T AUM 44.26% 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

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

Avitas Wealth Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 2,076 shares — an estimated $249K sold.

Avitas Wealth Management first reported a position in ENPH in Q3 2020 and held it in 13 quarters. The position peaked at $1.2M in Q4 2020. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Avitas Wealth Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 2,076 Enphase Energy shares in Q4 2023, an estimated $249K.
  • Avitas Wealth Management first reported a position in Enphase Energy in Q3 2020 and held it in 13 quarters.
  • Avitas Wealth Management's Enphase Energy position peaked at $1.2M in Q4 2020.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Avitas Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.