Evermay Wealth Management’s Enphase Energy ENPH Stock Holding History

Evermay Wealth Management’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	-3	Closed	-$397	–	648
2023 Q4	$397	Buy	+3	New	+$318	﹤0.01%	587

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 $3.38T AUM 44.17% 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

Evermay Wealth Management's ENPH Position: Q1 2024 in Review

Evermay Wealth Management sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 3 shares — an estimated $397 sold.

Evermay Wealth Management first reported a position in ENPH in Q4 2023 and held it in 1 quarter. The position peaked at $397 in Q4 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

Evermay Wealth Management reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 3 Enphase Energy shares in Q1 2024, an estimated $397.
Evermay Wealth Management first reported a position in Enphase Energy in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's Enphase Energy position peaked at $397 in Q4 2023.
725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.