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Orion Portfolio Solutions’s Enphase Energy ENPH Stock Holding History

Orion Portfolio Solutions’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
2023
Q4 		– Sell
-4,266
Closed -$513K – 1679
2023
Q3 		$513K Sell
4,266
-307
-7% -$43.7K 0.01% 1197
2023
Q2 		$766K Buy
4,573
+691
+18% +$123K 0.01% 1051
2023
Q1 		$816K Buy
3,882
+2,481
+177% +$537K 0.01% 963
2022
Q4 		$371K Buy
1,401
+244
+21% +$71K 0.01% 596
2022
Q3 		$321K Buy
+1,157
New +$312K 0.01% 549
2020
Q3 		– Sell
-48
Closed -$2K – 888
2020
Q2 		$2K Buy
+48
New +$2.29K ﹤0.01% 1755

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Orion Portfolio Solutions's ENPH Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 4,266 shares — an estimated $513K sold.

Orion Portfolio Solutions first reported a position in ENPH in Q2 2020 and held it in 6 quarters. The position peaked at $816K in Q1 2023. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4,266 Enphase Energy shares in Q4 2023, an estimated $513K.
  • Orion Portfolio Solutions first reported a position in Enphase Energy in Q2 2020 and held it in 6 quarters.
  • Orion Portfolio Solutions's Enphase Energy position peaked at $816K in Q1 2023.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.