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Laurel Wealth Advisors (California)’s Enphase Energy ENPH Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$241K Buy
911
+110
+14% +$32K 0.02% 574
2022
Q3 		$222K Buy
+801
New +$216K 0.02% 580

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ENPH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Enphase Energy (ENPH) stake by 14% in Q4 2022, buying an estimated $32K and bringing the position to 911 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #574.

Laurel Wealth Advisors (California) first reported a position in ENPH in Q3 2022 and has held it in 2 quarters since. 941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

  • Laurel Wealth Advisors (California) held 911 shares of Enphase Energy worth $241K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 110 Enphase Energy shares in Q4 2022, an estimated $32K.
  • Enphase Energy made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #574 holding.
  • Laurel Wealth Advisors (California) first reported a position in Enphase Energy in Q3 2022 and has held it in 2 quarters since.
  • 941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.