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GWS
Glassman Wealth Services’s
Enphase Energy
ENPH
Stock Holding History
Glassman Wealth Services’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
Q1
–
Sell
-107
Closed
-$14.1K
–
708
2023
Q4
$14.1K
Buy
107
+59
+123%
+$6.26K
﹤0.01%
786
2023
Q3
$5.77K
Sell
48
-110
-70%
-$15.7K
﹤0.01%
1020
2023
Q2
$26.5K
Sell
158
-2
-1%
-$357
﹤0.01%
557
2023
Q1
$33.6K
Sell
160
-12
-7%
-$2.6K
0.01%
503
2022
Q4
$45.6K
Buy
172
+13
+8%
+$3.78K
0.01%
447
2022
Q3
$44K
Buy
159
+21
+15%
+$5.66K
0.01%
416
2022
Q2
$27K
Buy
138
+42
+44%
+$7.59K
0.01%
540
2022
Q1
$19K
Hold
96
–
–
﹤0.01%
660
2021
Q4
$18K
Buy
96
+14
+17%
+$2.92K
﹤0.01%
630
2021
Q3
$12K
Buy
82
+11
+15%
+$1.89K
﹤0.01%
719
2021
Q2
$13K
Buy
71
+57
+407%
+$8.36K
﹤0.01%
681
2021
Q1
$2K
Buy
+14
New
+$2.51K
﹤0.01%
1082
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
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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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