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OneDigital Investment Advisors’s Enphase Energy ENPH Stock Holding History

OneDigital Investment 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
-2,008
Closed -$227K – 1436
2024
Q3 		$227K Buy
+2,008
New +$224K ﹤0.01% 1295
2023
Q2 		– Sell
-3,203
Closed -$674K – 1025
2023
Q1 		$674K Buy
3,203
+154
+5% +$33.4K 0.02% 512
2022
Q4 		$808K Buy
3,049
+397
+15% +$116K 0.02% 405
2022
Q3 		$736K Buy
+2,652
New +$715K 0.03% 365

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

OneDigital Investment Advisors's ENPH Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,008 shares — an estimated $227K sold.

OneDigital Investment Advisors first reported a position in ENPH in Q3 2022 and held it in 4 quarters. The position peaked at $808K in Q4 2022. 623 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,008 Enphase Energy shares in Q4 2024, an estimated $227K.
  • OneDigital Investment Advisors first reported a position in Enphase Energy in Q3 2022 and held it in 4 quarters.
  • OneDigital Investment Advisors's Enphase Energy position peaked at $808K in Q4 2022.
  • 623 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.