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Edmonds Duncan Registered Investment Advisors’s Enphase Energy ENPH Stock Holding History

Edmonds Duncan Registered Investment 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
2023
Q2 		– Sell
-1,270
Closed -$267K – 141
2023
Q1 		$267K Sell
1,270
-7
-0.5% -$1.52K 0.08% 108
2022
Q4 		$338K Hold
1,277
– – 0.11% 90
2022
Q3 		$354K Sell
1,277
-978
-43% -$264K 0.13% 82
2022
Q2 		$440K Hold
2,255
– – 0.15% 76
2022
Q1 		$455K Buy
2,255
+34
+2% +$5.34K 0.13% 81
2021
Q4 		$299K Buy
2,221
+110
+5% +$22.9K 0.08% 103
2021
Q3 		$317K Buy
2,111
+111
+6% +$19K 0.1% 103
2021
Q2 		$367K Sell
2,000
-88
-4% -$12.9K 0.11% 99
2021
Q1 		$339K Buy
2,088
+65
+3% +$11.7K 0.11% 94
2020
Q4 		$366K Buy
+2,023
New +$257K 0.12% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM