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Private Trust Company’s Enphase Energy ENPH Stock Holding History

Private Trust Company’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
-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
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

Private Trust Company's ENPH Position: Q4 2024 in Review

Private Trust Company sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 32 shares — an estimated $3.62K sold.

Private Trust Company first reported a position in ENPH in Q2 2022 and held it in 8 quarters. The position peaked at $45K in Q4 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Private Trust Company reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Private Trust Company sold 32 Enphase Energy shares in Q4 2024, an estimated $3.62K.
  • Private Trust Company first reported a position in Enphase Energy in Q2 2022 and held it in 8 quarters.
  • Private Trust Company's Enphase Energy position peaked at $45K in Q4 2022.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Private Trust Company's 13F filing for Q4 2024, filed 5 Feb 2025.