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PTC
Private Trust Company’s
Enphase Energy
ENPH
Stock Holding History
Private Trust Company’s Portfolio
ENPH Stock Details
ENPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-32
Closed
-$3.62K
–
2346
2024
Q3
$3.62K
Buy
+32
New
+$3.58K
﹤0.01%
2053
2024
Q1
–
Sell
-8
Closed
-$1.06K
–
2280
2023
Q4
$1.06K
Sell
8
-33
-80%
-$3.5K
﹤0.01%
2198
2023
Q3
$4.93K
Sell
41
-157
-79%
-$22.4K
﹤0.01%
1882
2023
Q2
$33.2K
Buy
198
+153
+340%
+$27.3K
﹤0.01%
1174
2023
Q1
$9.46K
Sell
45
-126
-74%
-$27.3K
﹤0.01%
1600
2022
Q4
$45K
Buy
171
+37
+28%
+$10.8K
0.01%
994
2022
Q3
$37K
Buy
134
+100
+294%
+$27K
0.01%
995
2022
Q2
$7K
Buy
+34
New
+$6.15K
﹤0.01%
1624
Other funds holding ENPH
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$116B AUM
46.87%
1-Year Est. Return
Nordea Investment Management
Stockholm, Sweden
$107B AUM
24.58%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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