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Garden State Investment Advisory Services’s Enphase Energy ENPH Stock Holding History

Garden State Investment Advisory Services’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
Q3 		– Sell
-1,500
Closed -$251K – 225
2023
Q2 		$251K Buy
+1,500
New +$268K 0.1% 165

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

Garden State Investment Advisory Services's ENPH Position: Q4 2023 in Review

Garden State Investment Advisory Services sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 2,206 shares — an estimated $265K sold.

Garden State Investment Advisory Services first reported a position in ENPH in Q2 2023 and held it in 2 quarters. The position peaked at $289K in Q2 2023. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Garden State Investment Advisory Services reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 2,206 Enphase Energy shares in Q4 2023, an estimated $265K.
  • Garden State Investment Advisory Services first reported a position in Enphase Energy in Q2 2023 and held it in 2 quarters.
  • Garden State Investment Advisory Services's Enphase Energy position peaked at $289K in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Garden State Investment Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.