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RIA
RPG Investment Advisory’s
Enphase Energy
ENPH
Stock Holding History
RPG Investment Advisory’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
-47,087
Closed
-$5.32M
–
87
2024
Q3
$5.32M
Sell
47,087
-723
-2%
-$80.8K
0.76%
52
2024
Q2
$4.77M
Sell
47,810
-1,870
-4%
-$218K
0.7%
51
2024
Q1
$6.01M
Buy
49,680
+1,087
+2%
+$127K
0.9%
45
2023
Q4
$6.42M
Buy
48,593
+2,800
+6%
+$297K
1.05%
42
2023
Q3
$5.5M
Buy
45,793
+4,053
+10%
+$577K
1.01%
43
2023
Q2
$6.99M
Buy
41,740
+1,314
+3%
+$235K
1.21%
36
2023
Q1
$8.5M
Buy
40,426
+4,876
+14%
+$1.06M
1.5%
26
2022
Q4
$9.42M
Buy
35,550
+161
+0.5%
+$46.8K
1.82%
21
2022
Q3
$9.82M
Sell
35,389
-11,840
-25%
-$3.19M
2.12%
14
2022
Q2
$9.22M
Buy
47,229
+755
+2%
+$136K
1.87%
14
2022
Q1
$9.38M
Buy
46,474
+3,612
+8%
+$568K
1.53%
25
2021
Q4
$7.84M
Buy
42,862
+162
+0.4%
+$33.8K
1.22%
35
2021
Q3
$6.4M
Buy
42,700
+38,624
+948%
+$6.63M
1.06%
46
2021
Q2
$748K
Buy
4,076
+3,481
+585%
+$511K
0.12%
81
2021
Q1
$96K
Buy
+595
New
+$107K
0.02%
107
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.72T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
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$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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