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 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 $3.37T AUM 44.26% 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

Private Advisory Group's ENPH Position: Q1 2024 in Review

Private Advisory Group sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 1,609 shares — an estimated $213K sold.

Private Advisory Group first reported a position in ENPH in Q3 2021 and held it in 10 quarters. The position peaked at $829K in Q3 2022. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

Private Advisory Group reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
Private Advisory Group sold 1,609 Enphase Energy shares in Q1 2024, an estimated $213K.
Private Advisory Group first reported a position in Enphase Energy in Q3 2021 and held it in 10 quarters.
Private Advisory Group's Enphase Energy position peaked at $829K in Q3 2022.
725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Private Advisory Group's 13F filing for Q1 2024, filed 14 May 2024.