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FGAM
Financial Gravity Asset Management’s
Enphase Energy
ENPH
Stock Holding History
Financial Gravity Asset Management’s Portfolio
ENPH Stock Details
ENPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-2
Closed
-$239
–
1758
2024
Q1
$239
Buy
+2
New
+$233
﹤0.01%
1584
2023
Q3
–
Sell
-167
Closed
-$481
–
1402
2023
Q2
$481
Buy
+167
New
+$29.8K
﹤0.01%
1008
2023
Q1
–
Sell
-265
Closed
-$975
–
1299
2022
Q4
$975
Buy
+265
New
+$77.1K
0.01%
673
2022
Q1
–
Sell
-4,026
Closed
-$2K
–
935
2021
Q4
$2K
Buy
4,026
+4,015
+36,500%
+$838K
0.05%
330
2021
Q3
$150K
Hold
11
–
–
0.07%
245
2021
Q2
$184K
Sell
11
-11
-50%
-$1.61K
0.07%
203
2021
Q1
$3.53K
Buy
22
+6
+38%
+$1.08K
0.07%
180
2020
Q4
$3K
Buy
+16
New
+$2.03K
﹤0.01%
263
2019
Q2
–
Sell
-139
Closed
-$1K
–
1353
2019
Q1
$1K
Buy
+139
New
+$1.06K
﹤0.01%
1082
Other funds holding ENPH
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Swedbank
Stockholm, Sweden
$116B AUM
46.87%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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