Colonial Trust Advisors’s Enphase Energy ENPH Stock Holding History

Colonial Trust 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 Q2	–	Sell	-5	Closed	-$605	–	845
2024 Q1	$605	Sell	5 -19	-79%	-$2.22K	﹤0.01%	896
2023 Q4	$3.17K	Buy	24 +1	+4%	+$106	﹤0.01%	655
2023 Q3	$2.76K	Buy	23 +1	+5%	+$142	﹤0.01%	679
2023 Q2	$3.69K	Buy	22 +16	+267%	+$2.86K	﹤0.01%	671
2023 Q1	$1.26K	Sell	6 -2	-25%	-$433	﹤0.01%	771
2022 Q4	$2.12K	Buy	+8	New	+$2.33K	﹤0.01%	718

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Colonial Trust Advisors's ENPH Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 5 shares — an estimated $605 sold.

Colonial Trust Advisors first reported a position in ENPH in Q4 2022 and held it in 6 quarters. The position peaked at $3.69K in Q2 2023. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

Colonial Trust Advisors reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 5 Enphase Energy shares in Q2 2024, an estimated $605.
Colonial Trust Advisors first reported a position in Enphase Energy in Q4 2022 and held it in 6 quarters.
Colonial Trust Advisors's Enphase Energy position peaked at $3.69K in Q2 2023.
716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.