Lake Street Private Wealth’s Enphase Energy ENPH Stock Holding History

Lake Street Private Wealth’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	-1,657	Closed	-$200K	–	325
2024 Q1	$200K	Sell	1,657 -430	-21%	-$50.2K	0.03%	306
2023 Q4	$276K	Buy	+2,087	New	+$221K	0.04%	256
2023 Q3	–	Sell	-1,458	Closed	-$244K	–	289
2023 Q2	$244K	Buy	1,458 +2	+0.1%	+$357	0.04%	249
2023 Q1	$306K	Sell	1,456 -3	-0.2%	-$650	0.06%	227
2022 Q4	$387K	Buy	1,459 +3	+0.2%	+$873	0.08%	200
2022 Q3	$404K	Buy	1,456 +1	+0.1%	+$270	0.09%	185
2022 Q2	$284K	Hold	1,455	–	–	0.06%	234
2022 Q1	$294K	Sell	1,455 -95	-6%	-$14.9K	0.05%	255
2021 Q4	$284K	Sell	1,550 -5	-0.3%	-$1.04K	0.05%	264
2021 Q3	$233K	Buy	1,555 +100	+7%	+$17.2K	0.06%	203
2021 Q2	$266K	Hold	1,455	–	–	0.07%	179
2021 Q1	$236K	Hold	1,455	–	–	0.07%	189
2020 Q4	$255K	Buy	+1,455	New	+$185K	0.07%	173

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

Lake Street Private Wealth's ENPH Position: Q2 2024 in Review

Lake Street Private Wealth sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 1,657 shares — an estimated $200K sold.

Lake Street Private Wealth first reported a position in ENPH in Q4 2020 and held it in 13 quarters. The position peaked at $404K in Q3 2022. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

Lake Street Private Wealth reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
Lake Street Private Wealth sold 1,657 Enphase Energy shares in Q2 2024, an estimated $200K.
Lake Street Private Wealth first reported a position in Enphase Energy in Q4 2020 and held it in 13 quarters.
Lake Street Private Wealth's Enphase Energy position peaked at $404K in Q3 2022.
716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Lake Street Private Wealth's 13F filing for Q2 2024, filed 12 Jul 2024.