PAG
ENPH icon

Private Advisory Group’s Enphase Energy ENPH Stock Holding History

Private Advisory Group’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
-1,609
Closed -$213K – 191
2023
Q4 		$213K Sell
1,609
-165
-9% -$17.5K 0.04% 185
2023
Q3 		$213K Hold
1,774
– – 0.04% 190
2023
Q2 		$297K Hold
1,774
– – 0.06% 181
2023
Q1 		$373K Hold
1,774
– – 0.08% 157
2022
Q4 		$470K Sell
1,774
-1,215
-41% -$354K 0.1% 133
2022
Q3 		$829K Sell
2,989
-247
-8% -$66.6K 0.19% 100
2022
Q2 		$632K Buy
3,236
+1,363
+73% +$246K 0.14% 96
2022
Q1 		$378K Hold
1,873
– – 0.07% 121
2021
Q4 		$343K Sell
1,873
-197
-10% -$41.1K 0.06% 111
2021
Q3 		$310K Buy
+2,070
New +$355K 0.08% 101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return