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Partnership Wealth Management’s Enphase Energy ENPH Stock Holding History

Partnership Wealth 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
Q4 		– Sell
-1,245
Closed -$141K – 107
2024
Q3 		$141K Sell
1,245
-300
-19% -$33.5K 0.1% 82
2024
Q2 		$154K Hold
1,545
– – 0.11% 105
2024
Q1 		$187K Hold
1,545
– – 0.13% 106
2023
Q4 		$161K Buy
+1,545
New +$164K 0.12% 105

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Partnership Wealth Management's ENPH Position: Q4 2024 in Review

Partnership Wealth Management sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 1,245 shares — an estimated $141K sold.

Partnership Wealth Management first reported a position in ENPH in Q4 2023 and held it in 4 quarters. The position peaked at $187K in Q1 2024. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Partnership Wealth Management reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 1,245 Enphase Energy shares in Q4 2024, an estimated $141K.
  • Partnership Wealth Management first reported a position in Enphase Energy in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Enphase Energy position peaked at $187K in Q1 2024.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.