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

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

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

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

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

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighPoint Advisor Group's ENPH Position: Q3 2024 in Review

HighPoint Advisor Group sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 2,173 shares — an estimated $238K sold.

HighPoint Advisor Group first reported a position in ENPH in Q1 2020 and held it in 11 quarters. The position peaked at $1.46M in Q4 2020. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

HighPoint Advisor Group reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
HighPoint Advisor Group sold 2,173 Enphase Energy shares in Q3 2024, an estimated $238K.
HighPoint Advisor Group first reported a position in Enphase Energy in Q1 2020 and held it in 11 quarters.
HighPoint Advisor Group's Enphase Energy position peaked at $1.46M in Q4 2020.
732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on HighPoint Advisor Group's 13F filing for Q3 2024, filed 4 Nov 2024.