EWM
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Executive Wealth Management’s Enphase Energy ENPH Stock Holding History

Executive 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
2023
Q4 		– Sell
-10,538
Closed -$1.27M – 219
2023
Q3 		$1.27M Sell
10,538
-291
-3% -$41.5K 0.13% 115
2023
Q2 		$1.81M Buy
10,829
+2,464
+29% +$440K 0.19% 94
2023
Q1 		$1.76M Buy
8,365
+2,669
+47% +$578K 0.2% 95
2022
Q4 		$1.51M Buy
5,696
+4,144
+267% +$1.21M 0.19% 94
2022
Q3 		$1.55M Sell
1,552
-10,729
-87% -$2.89M 0.22% 87
2022
Q2 		$2.4M Sell
12,281
-2,309
-16% -$417K 0.32% 72
2022
Q1 		$2.94M Buy
14,590
+1,974
+16% +$310K 0.32% 75
2021
Q4 		$2.31M Buy
+12,616
New +$2.63M 0.23% 88

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Executive Wealth Management's ENPH Position: Q4 2023 in Review

Executive Wealth Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 10,538 shares — an estimated $1.27M sold.

Executive Wealth Management first reported a position in ENPH in Q4 2021 and held it in 8 quarters. The position peaked at $2.94M in Q1 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Executive Wealth Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Executive Wealth Management sold 10,538 Enphase Energy shares in Q4 2023, an estimated $1.27M.
  • Executive Wealth Management first reported a position in Enphase Energy in Q4 2021 and held it in 8 quarters.
  • Executive Wealth Management's Enphase Energy position peaked at $2.94M in Q1 2022.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Executive Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.