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HAG
HighPoint Advisor Group’s
Enphase Energy
ENPH
Stock Holding History
HighPoint Advisor Group’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
Q3
–
Sell
-2,173
Closed
-$238K
–
713
2024
Q2
$238K
Sell
2,173
-100
-4%
-$11.6K
0.01%
543
2024
Q1
$252K
Buy
2,273
+156
+7%
+$18.2K
0.02%
517
2023
Q4
$235K
Buy
+2,117
New
+$225K
0.02%
534
2022
Q2
$1.04M
Buy
+5,360
New
+$969K
0.11%
140
2021
Q3
$340K
Buy
2,267
+187
+9%
+$32.1K
0.03%
373
2021
Q2
$382K
Sell
2,080
-5,661
-73%
-$830K
0.04%
353
2021
Q1
$1.17M
Buy
7,741
+438
+6%
+$78.6K
0.14%
128
2020
Q4
$1.46M
Sell
7,303
-2,767
-27%
-$351K
0.18%
112
2020
Q3
$1.21M
Sell
10,070
-1,781
-15%
-$119K
0.22%
93
2020
Q2
$581K
Sell
11,851
-2,037
-15%
-$97.3K
0.12%
147
2020
Q1
$523K
Buy
+13,888
New
+$523K
0.12%
140
Other funds holding ENPH
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$116B AUM
46.87%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
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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