EP Wealth Advisors’s Enphase Energy ENPH Stock Holding History

EP 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 Q4	–	Sell	-3,561	Closed	-$402K	–	1263
2024 Q3	$402K	Sell	3,561 -30	-0.8%	-$3.35K	﹤0.01%	759
2024 Q2	$358K	Sell	3,591 -8	-0.2%	-$932	﹤0.01%	606
2024 Q1	$435K	Buy	3,599 +30	+0.8%	+$3.5K	0.01%	546
2023 Q4	$472K	Sell	3,569 -6,529	-65%	-$692K	0.01%	501
2023 Q3	$1.21M	Sell	10,098 -814	-7%	-$116K	0.02%	296
2023 Q2	$1.66M	Buy	10,912 +1,127	+12%	+$201K	0.02%	270
2023 Q1	$373K	Sell	9,785 -61	-0.6%	-$13.2K	0.01%	448
2022 Q4	$2.61M	Sell	9,846 -263	-3%	-$76.5K	0.05%	193
2022 Q3	$2.81M	Buy	10,109 +7,712	+322%	+$2.08M	0.06%	164
2022 Q2	$468K	Buy	+2,397	New	+$433K	0.01%	386

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

Baillie Gifford & Co

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

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

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

Wellington Management Group

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

Geode Capital Management

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

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return