Insight Folios’s Enphase Energy ENPH Stock Holding History

Insight Folios’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 Q2	–	Sell	-1,681	Closed	-$203K	–	118
2024 Q1	$203K	Sell	1,681 -78	-4%	-$9.1K	0.08%	116
2023 Q4	$232K	Buy	+1,759	New	+$187K	0.1%	105

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

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 $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Insight Folios's ENPH Position: Q2 2024 in Review

Insight Folios sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 1,681 shares — an estimated $203K sold.

Insight Folios first reported a position in ENPH in Q4 2023 and held it in 2 quarters. The position peaked at $232K in Q4 2023. 713 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

Insight Folios reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
Insight Folios sold 1,681 Enphase Energy shares in Q2 2024, an estimated $203K.
Insight Folios first reported a position in Enphase Energy in Q4 2023 and held it in 2 quarters.
Insight Folios's Enphase Energy position peaked at $232K in Q4 2023.
713 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Insight Folios's 13F filing for Q2 2024, filed 18 Jul 2024.