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Glassman Wealth Services’s Enphase Energy ENPH Stock Holding History

Glassman Wealth 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
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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Glassman Wealth Services's ENPH Position: Q1 2024 in Review

Glassman Wealth Services sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 107 shares — an estimated $14.1K sold.

Glassman Wealth Services first reported a position in ENPH in Q1 2021 and held it in 12 quarters. The position peaked at $45.6K in Q4 2022. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Glassman Wealth Services reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 107 Enphase Energy shares in Q1 2024, an estimated $14.1K.
  • Glassman Wealth Services first reported a position in Enphase Energy in Q1 2021 and held it in 12 quarters.
  • Glassman Wealth Services's Enphase Energy position peaked at $45.6K in Q4 2022.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.