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Gateway Wealth Partners’s Enphase Energy ENPH Stock Holding History

Gateway Wealth Partners’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
-2,110
Closed -$254K – 240
2023
Q3 		$254K Buy
+2,110
New +$301K 0.05% 218
2023
Q2 		– Sell
-1,150
Closed -$242K – 245
2023
Q1 		$242K Sell
1,150
-157
-12% -$34K 0.04% 190
2022
Q4 		$346K Buy
+1,307
New +$380K 0.06% 134

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gateway Wealth Partners's ENPH Position: Q4 2023 in Review

Gateway Wealth Partners sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 2,110 shares — an estimated $254K sold.

Gateway Wealth Partners first reported a position in ENPH in Q4 2022 and held it in 3 quarters. The position peaked at $346K in Q4 2022. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Gateway Wealth Partners reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 2,110 Enphase Energy shares in Q4 2023, an estimated $254K.
  • Gateway Wealth Partners first reported a position in Enphase Energy in Q4 2022 and held it in 3 quarters.
  • Gateway Wealth Partners's Enphase Energy position peaked at $346K in Q4 2022.
  • 757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Gateway Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.