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Rational Advisors’s Enphase Energy ENPH Stock Holding History

Rational Advisors’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
2023
Q4 		– Sell
-60
Closed -$10K – 226
2023
Q3 		$10K Hold
60
– – ﹤0.01% 225
2023
Q2 		$10K Hold
60
– – ﹤0.01% 214
2023
Q1 		$12.6K Hold
60
– – ﹤0.01% 205
2022
Q4 		$15.9K Hold
60
– – ﹤0.01% 175
2022
Q3 		$17K Buy
60
+1
+2% +$270 ﹤0.01% 172
2022
Q2 		$12K Buy
59
+1
+2% +$181 ﹤0.01% 181
2022
Q1 		$12K Buy
+58
New +$9.11K ﹤0.01% 192

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rational Advisors's ENPH Position: Q4 2023 in Review

Rational Advisors sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 60 shares — an estimated $10K sold.

Rational Advisors first reported a position in ENPH in Q1 2022 and held it in 7 quarters. The position peaked at $17K in Q3 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Rational Advisors reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 60 Enphase Energy shares in Q4 2023, an estimated $10K.
  • Rational Advisors first reported a position in Enphase Energy in Q1 2022 and held it in 7 quarters.
  • Rational Advisors's Enphase Energy position peaked at $17K in Q3 2022.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.