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BSW Wealth Partners’s Enphase Energy ENPH Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-1,284
Closed -$215K – 257
2023
Q2 		$215K Sell
1,284
-5
-0.4% -$893 0.04% 242
2023
Q1 		$271K Sell
1,289
-436
-25% -$94.4K 0.06% 232
2022
Q4 		$457K Sell
1,725
-14
-0.8% -$4.07K 0.1% 146
2022
Q3 		$483K Buy
1,739
+597
+52% +$161K 0.12% 118
2022
Q2 		$223K Buy
+1,142
New +$206K 0.05% 239

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BSW Wealth Partners's ENPH Position: Q3 2023 in Review

BSW Wealth Partners sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,284 shares — an estimated $215K sold.

BSW Wealth Partners first reported a position in ENPH in Q2 2022 and held it in 5 quarters. The position peaked at $483K in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • BSW Wealth Partners reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 1,284 Enphase Energy shares in Q3 2023, an estimated $215K.
  • BSW Wealth Partners first reported a position in Enphase Energy in Q2 2022 and held it in 5 quarters.
  • BSW Wealth Partners's Enphase Energy position peaked at $483K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on BSW Wealth Partners's 13F filing for Q3 2023, filed 27 Oct 2023.