JWA
ENPH icon

JFS Wealth Advisors’s Enphase Energy ENPH Stock Holding History

JFS Wealth 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
2026
Q2 		$985 Buy
+20
New +$911 ﹤0.01% 1811
2024
Q4 		– Sell
-26
Closed -$2.94K – 1962
2024
Q3 		$2.94K Buy
26
+8
+44% +$894 ﹤0.01% 1327
2024
Q2 		$1.79K Hold
18
– – ﹤0.01% 1473
2024
Q1 		$2.18K Buy
18
+2
+13% +$233 ﹤0.01% 1412
2023
Q4 		$2.12K Buy
16
+7
+78% +$742 ﹤0.01% 1403
2023
Q3 		$1.08K Sell
9
-17
-65% -$2.42K ﹤0.01% 1574
2023
Q2 		$4.36K Sell
26
-7
-21% -$1.25K ﹤0.01% 1063
2023
Q1 		$6.94K Sell
33
-5
-13% -$1.08K ﹤0.01% 862
2022
Q4 		$10.1K Buy
38
+3
+9% +$873 ﹤0.01% 713
2022
Q3 		$10K Buy
35
+11
+46% +$2.97K ﹤0.01% 719
2022
Q2 		$5K Sell
24
-5
-17% -$904 ﹤0.01% 979
2022
Q1 		$6K Buy
29
+20
+222% +$3.14K ﹤0.01% 966
2021
Q4 		$2K Buy
+9
New +$1.88K ﹤0.01% 1067

Other funds holding ENPH

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $44.3M AUM
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return