Cetera Advisors’s Enphase Energy ENPH Stock Holding History

Cetera Advisors’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 Q1	$728K	Buy	6,017 +3,507	+140%	+$409K	0.01%	1340
2023 Q4	$332K	Sell	2,510 -2,679	-52%	-$284K	﹤0.01%	1367
2023 Q3	$623K	Buy	5,189 +258	+5%	+$36.8K	0.01%	941
2023 Q2	$826K	Buy	4,931 +1,203	+32%	+$215K	0.01%	801
2023 Q1	$784K	Buy	3,728 +651	+21%	+$141K	0.01%	799
2022 Q4	$815K	Buy	3,077 +1,866	+154%	+$543K	0.01%	750
2022 Q3	$336K	Buy	1,211 +81	+7%	+$21.8K	0.01%	932
2022 Q2	$221K	Sell	1,130 -183	-14%	-$33.1K	0.01%	1189
2022 Q1	$265K	Sell	1,313 -272	-17%	-$42.7K	0.01%	1162
2021 Q4	$290K	Buy	+1,585	New	+$331K	0.01%	1133

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return