Delos Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Delos Wealth 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 Q3	–	Sell	-8	Closed	-$798	–	248
2024 Q2	$798	Hold	8	–	–	﹤0.01%	268
2024 Q1	$968	Buy	+8	New	+$933	﹤0.01%	258

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 $3.37T AUM 44.26% 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

Delos Wealth Advisors's ENPH Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 8 shares — an estimated $798 sold.

Delos Wealth Advisors first reported a position in ENPH in Q1 2024 and held it in 2 quarters. The position peaked at $968 in Q1 2024. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

Delos Wealth Advisors reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
Delos Wealth Advisors sold 8 Enphase Energy shares in Q3 2024, an estimated $798.
Delos Wealth Advisors first reported a position in Enphase Energy in Q1 2024 and held it in 2 quarters.
Delos Wealth Advisors's Enphase Energy position peaked at $968 in Q1 2024.
732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.