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Cary Street Partners Investment Advisory’s Enphase Energy ENPH Stock Holding History

Cary Street Partners Investment Advisory’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
-270
Closed -$32.4K – 949
2023
Q3 		$32.4K Buy
270
+10
+4% +$1.42K ﹤0.01% 980
2023
Q2 		$43.5K Sell
260
-3
-1% -$536 ﹤0.01% 855
2023
Q1 		$55.3K Buy
263
+3
+1% +$650 ﹤0.01% 716
2022
Q4 		$68.9K Buy
+260
New +$75.6K 0.01% 666

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 $1.02T AUM 30.18% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cary Street Partners Investment Advisory's ENPH Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 270 shares — an estimated $32.4K sold.

Cary Street Partners Investment Advisory first reported a position in ENPH in Q4 2022 and held it in 4 quarters. The position peaked at $68.9K in Q4 2022. 760 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 270 Enphase Energy shares in Q4 2023, an estimated $32.4K.
  • Cary Street Partners Investment Advisory first reported a position in Enphase Energy in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Enphase Energy position peaked at $68.9K in Q4 2022.
  • 760 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.