Global Wealth Management Investment Advisory’s Enphase Energy ENPH Stock Holding History

Global Wealth Management Investment Advisory’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	-75	Closed	-$9.91K	–	234
2023 Q4	$9.91K	Sell	75 -131	-64%	-$13.9K	﹤0.01%	294
2023 Q3	$24.8K	Sell	206 -43	-17%	-$6.13K	0.01%	234
2023 Q2	$41.7K	Buy	+249	New	+$44.5K	0.01%	204
2022 Q3	–	Sell	-259	Closed	-$51K	–	247
2022 Q2	$51K	Sell	259 -46	-15%	-$8.32K	0.02%	176
2022 Q1	$62K	Buy	305 +129	+73%	+$20.3K	0.02%	177
2021 Q4	$32K	Buy	176 +156	+780%	+$32.5K	0.01%	224
2021 Q3	$3K	Buy	+20	New	+$3.43K	﹤0.01%	388

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Global Wealth Management Investment Advisory's ENPH Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 75 shares — an estimated $9.91K sold.

Global Wealth Management Investment Advisory first reported a position in ENPH in Q3 2021 and held it in 7 quarters. The position peaked at $62K in Q1 2022. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 75 Enphase Energy shares in Q1 2024, an estimated $9.91K.
Global Wealth Management Investment Advisory first reported a position in Enphase Energy in Q3 2021 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Enphase Energy position peaked at $62K in Q1 2022.
725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.