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Kingswood Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Kingswood 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
2024
Q4 		– Sell
-2,574
Closed -$292K – 828
2024
Q3 		$292K Sell
2,574
-1,052
-29% -$118K 0.02% 574
2024
Q2 		$362K Buy
3,626
+1,375
+61% +$160K 0.03% 472
2024
Q1 		$272K Buy
+2,251
New +$263K 0.03% 512

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kingswood Wealth Advisors's ENPH Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,574 shares — an estimated $292K sold.

Kingswood Wealth Advisors first reported a position in ENPH in Q1 2024 and held it in 3 quarters. The position peaked at $362K in Q2 2024. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,574 Enphase Energy shares in Q4 2024, an estimated $292K.
  • Kingswood Wealth Advisors first reported a position in Enphase Energy in Q1 2024 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Enphase Energy position peaked at $362K in Q2 2024.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.