LifePro Asset Management’s Enphase Energy ENPH Stock Holding History

LifePro Asset Management’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 Q3	$1.49M	Sell	13,158 -20,139	-60%	-$2.25M	0.91%	41
2024 Q2	$3.32M	Buy	+33,297	New	+$3.88M	2.38%	8
2023 Q2	–	Sell	-8,594	Closed	-$2.28M	–	113
2023 Q1	$2.28M	Hold	8,594	–	–	1.65%	25
2022 Q4	$2.28M	Sell	8,594 -7,759	-47%	-$2.26M	1.66%	25
2022 Q3	$4.54M	Sell	16,353 -21,603	-57%	-$5.83M	2.61%	10
2022 Q2	$7.41M	Sell	37,956 -5,783	-13%	-$1.05M	3.84%	2
2022 Q1	$8.83M	Buy	43,739 +2,474	+6%	+$389K	3.17%	8
2021 Q4	$7.55M	Buy	+41,265	New	+$8.61M	2.23%	22

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LifePro Asset Management's ENPH Position: Q3 2024 in Review

LifePro Asset Management reduced its Enphase Energy (ENPH) stake by 60% in Q3 2024, selling an estimated $2.25M and leaving 13,158 shares worth $1.49M. The position accounts for 0.91% of the portfolio, ranked #41.

LifePro Asset Management first reported a position in ENPH in Q4 2021 and has held it in 8 quarters since. The position peaked at $8.83M in Q1 2022. 729 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

LifePro Asset Management held 13,158 shares of Enphase Energy worth $1.49M as of Q3 2024.
LifePro Asset Management sold 20,139 Enphase Energy shares in Q3 2024, an estimated $2.25M.
Enphase Energy made up 0.91% of LifePro Asset Management's portfolio in Q3 2024, its #41 holding.
LifePro Asset Management first reported a position in Enphase Energy in Q4 2021 and has held it in 8 quarters since.
LifePro Asset Management's Enphase Energy position peaked at $8.83M in Q1 2022.
729 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.