J.W. Cole Advisors’s Enphase Energy ENPH Stock Holding History

J.W. Cole Advisors’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
2023 Q4	–	Sell	-1,943	Closed	-$233K	–	827
2023 Q3	$233K	Buy	1,943 +545	+39%	+$77.6K	0.02%	638
2023 Q2	$234K	Buy	+1,398	New	+$250K	0.02%	657

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

J.W. Cole Advisors's ENPH Position: Q4 2023 in Review

J.W. Cole Advisors sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 1,943 shares — an estimated $233K sold.

J.W. Cole Advisors first reported a position in ENPH in Q2 2023 and held it in 2 quarters. The position peaked at $234K in Q2 2023. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

J.W. Cole Advisors reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
J.W. Cole Advisors sold 1,943 Enphase Energy shares in Q4 2023, an estimated $233K.
J.W. Cole Advisors first reported a position in Enphase Energy in Q2 2023 and held it in 2 quarters.
J.W. Cole Advisors's Enphase Energy position peaked at $234K in Q2 2023.
757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on J.W. Cole Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.