Gerber Kawasaki Wealth & Investment Management’s Enphase Energy ENPH Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	-11,196	Closed	-$1.35M	–	270
2023 Q3	$1.35M	Buy	11,196 +5,145	+85%	+$733K	0.09%	111
2023 Q2	$1M	Buy	6,051 +2,296	+61%	+$410K	0.07%	128
2023 Q1	$790K	Buy	3,755 +399	+12%	+$86.4K	0.06%	141
2022 Q4	$889K	Buy	3,356 +1,243	+59%	+$362K	0.08%	130
2022 Q3	$601K	Buy	2,113 +259	+14%	+$69.9K	0.06%	145
2022 Q2	$361K	Buy	1,854 +117	+7%	+$21.2K	0.03%	172
2022 Q1	$350K	Buy	+1,737	New	+$273K	0.03%	186
2021 Q4	–	Sell	-175	Closed	-$26K	–	522
2021 Q3	$26K	Buy	+175	New	+$30K	﹤0.01%	443

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ENPH Position: Q4 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 11,196 shares — an estimated $1.35M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ENPH in Q3 2021 and held it in 8 quarters. The position peaked at $1.35M in Q3 2023. 758 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Gerber Kawasaki Wealth & Investment Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 11,196 Enphase Energy shares in Q4 2023, an estimated $1.35M.
Gerber Kawasaki Wealth & Investment Management first reported a position in Enphase Energy in Q3 2021 and held it in 8 quarters.
Gerber Kawasaki Wealth & Investment Management's Enphase Energy position peaked at $1.35M in Q3 2023.
758 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.