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Fairfield Financial Advisors’s Enphase Energy ENPH Stock Holding History

Fairfield Financial 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
Q4 		– Sell
-39
Closed -$4.69K – 314
2023
Q3 		$4.69K Hold
39
– – ﹤0.01% 259
2023
Q2 		$6.53K Hold
39
– – ﹤0.01% 264
2023
Q1 		$8.01K Hold
39
– – ﹤0.01% 257
2022
Q4 		$10.3K Buy
39
+5
+15% +$1.46K ﹤0.01% 218
2022
Q3 		$9.43K Buy
+34
New +$9.17K ﹤0.01% 221

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 $3.38T AUM 44.17% 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

Fairfield Financial Advisors's ENPH Position: Q4 2023 in Review

Fairfield Financial Advisors sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 39 shares — an estimated $4.69K sold.

Fairfield Financial Advisors first reported a position in ENPH in Q3 2022 and held it in 5 quarters. The position peaked at $10.3K in Q4 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Fairfield Financial Advisors reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Fairfield Financial Advisors sold 39 Enphase Energy shares in Q4 2023, an estimated $4.69K.
  • Fairfield Financial Advisors first reported a position in Enphase Energy in Q3 2022 and held it in 5 quarters.
  • Fairfield Financial Advisors's Enphase Energy position peaked at $10.3K in Q4 2022.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Fairfield Financial Advisors's 13F filing for Q4 2023, filed 4 Nov 2024.