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Financial Network Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Financial Network 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
Q3 		– Sell
-6
Closed -$598 – 857
2024
Q2 		$598 Buy
+6
New +$699 ﹤0.01% 873

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Financial Network Wealth Advisors's ENPH Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 6 shares — an estimated $598 sold.

Financial Network Wealth Advisors first reported a position in ENPH in Q2 2024 and held it in 1 quarter. The position peaked at $598 in Q2 2024. 729 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 6 Enphase Energy shares in Q3 2024, an estimated $598.
  • Financial Network Wealth Advisors first reported a position in Enphase Energy in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Enphase Energy position peaked at $598 in Q2 2024.
  • 729 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.