BAM
ENPH icon

Belpointe Asset Management’s Enphase Energy ENPH Stock Holding History

Belpointe Asset 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
-7,891
Closed -$787K – 946
2024
Q2 		$787K Buy
+7,891
New +$919K 0.05% 333
2023
Q2 		– Sell
-2,475
Closed -$520K – 1374
2023
Q1 		$520K Buy
2,475
+1,345
+119% +$291K 0.03% 547
2022
Q4 		$299K Buy
1,130
+663
+142% +$193K 0.02% 731
2022
Q3 		$129K Buy
+467
New +$126K 0.01% 1029

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Belpointe Asset Management's ENPH Position: Q3 2024 in Review

Belpointe Asset Management sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 7,891 shares — an estimated $787K sold.

Belpointe Asset Management first reported a position in ENPH in Q3 2022 and held it in 4 quarters. The position peaked at $787K in Q2 2024. 729 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Belpointe Asset Management reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 7,891 Enphase Energy shares in Q3 2024, an estimated $787K.
  • Belpointe Asset Management first reported a position in Enphase Energy in Q3 2022 and held it in 4 quarters.
  • Belpointe Asset Management's Enphase Energy position peaked at $787K in Q2 2024.
  • 729 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Belpointe Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.