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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return