LM Advisors’s Enphase Energy ENPH Stock Holding History

LM 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 Q1	–	Sell	-200	Closed	-$26.4K	–	361
2023 Q4	$26.4K	Buy	+200	New	+$21.2K	0.01%	401

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LM Advisors's ENPH Position: Q1 2024 in Review

LM Advisors sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 200 shares — an estimated $26.4K sold.

LM Advisors first reported a position in ENPH in Q4 2023 and held it in 1 quarter. The position peaked at $26.4K in Q4 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

LM Advisors reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 200 Enphase Energy shares in Q1 2024, an estimated $26.4K.
LM Advisors first reported a position in Enphase Energy in Q4 2023 and held it in 1 quarter.
LM Advisors's Enphase Energy position peaked at $26.4K in Q4 2023.
725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.