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

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

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

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

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

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's ENPH Position: Q4 2023 in Review

Congress Wealth Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 2,135 shares — an estimated $257K sold.

Congress Wealth Management first reported a position in ENPH in Q1 2022 and held it in 7 quarters. The position peaked at $2.56M in Q3 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Congress Wealth Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Congress Wealth Management sold 2,135 Enphase Energy shares in Q4 2023, an estimated $257K.
Congress Wealth Management first reported a position in Enphase Energy in Q1 2022 and held it in 7 quarters.
Congress Wealth Management's Enphase Energy position peaked at $2.56M in Q3 2022.
759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.