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Realta Investment Advisors’s Enphase Energy ENPH Stock Holding History

Realta Investment 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
Q2 		– Sell
-1,034
Closed -$217K – 837
2023
Q1 		$217K Sell
1,034
-1
-0.1% -$217 0.05% 373
2022
Q4 		$274K Sell
1,035
-2
-0.2% -$582 0.07% 315
2022
Q3 		$288K Sell
1,037
-2
-0.2% -$539 0.08% 289
2022
Q2 		$203K Hold
1,039
– – 0.05% 358
2022
Q1 		$210K Buy
+1,039
New +$163K 0.04% 383
2020
Q1 		– Sell
-500
Closed -$11K – 612
2019
Q4 		$11K Hold
500
– – ﹤0.01% 1104
2019
Q3 		$11K Buy
+500
New +$12.8K ﹤0.01% 1085

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM