CWM
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Congress Wealth Management’s Enphase Energy ENPH Stock Holding History

Congress Wealth 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
2023
Q4 		– Sell
-2,135
Closed -$257K – 622
2023
Q3 		$257K Sell
2,135
-6,358
-75% -$906K 0.01% 547
2023
Q2 		$1.42M Sell
8,493
-234
-3% -$41.8K 0.03% 305
2023
Q1 		$1.84M Buy
8,727
+394
+5% +$85.3K 0.04% 276
2022
Q4 		$2.21M Sell
8,333
-904
-10% -$263K 0.06% 252
2022
Q3 		$2.56M Buy
9,237
+305
+3% +$82.3K 0.07% 251
2022
Q2 		$1.74M Buy
8,932
+2,229
+33% +$403K 0.04% 288
2022
Q1 		$1.35M Buy
+6,703
New +$1.05M 0.03% 321

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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