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 $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

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. 723 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.
723 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.