Dynamic Advisor Solutions’s Enphase Energy ENPH Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-4,254	Closed	-$491K	–	947
2023 Q4	$491K	Sell	4,254 -6,087	-59%	-$646K	0.02%	580
2023 Q3	$1.24M	Buy	10,341 +4,884	+89%	+$696K	0.06%	305
2023 Q2	$914K	Buy	5,457 +808	+17%	+$144K	0.05%	364
2023 Q1	$978K	Buy	4,649 +477	+11%	+$103K	0.06%	323
2022 Q4	$1.11M	Sell	4,172 -109	-3%	-$31.7K	0.08%	266
2022 Q3	$1.19M	Sell	4,281 -1,582	-27%	-$427K	0.09%	227
2022 Q2	$1.15M	Sell	5,863 -35	-0.6%	-$6.33K	0.09%	231
2022 Q1	$1.19M	Buy	5,898 +1,611	+38%	+$253K	0.08%	239
2021 Q4	$784K	Buy	+4,287	New	+$894K	0.06%	323

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Dynamic Advisor Solutions's ENPH Position: Q1 2024 in Review

Dynamic Advisor Solutions sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 4,254 shares — an estimated $491K sold.

Dynamic Advisor Solutions first reported a position in ENPH in Q4 2021 and held it in 9 quarters. The position peaked at $1.24M in Q3 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

Dynamic Advisor Solutions reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 4,254 Enphase Energy shares in Q1 2024, an estimated $491K.
Dynamic Advisor Solutions first reported a position in Enphase Energy in Q4 2021 and held it in 9 quarters.
Dynamic Advisor Solutions's Enphase Energy position peaked at $1.24M in Q3 2023.
725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2024, filed 12 Apr 2024.