Sigma Planning Corp’s Enphase Energy ENPH Stock Holding History

Sigma Planning Corp’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	-1,859	Closed	-$210K	–	1191
2024 Q3	$210K	Buy	+1,859	New	+$208K	0.01%	1115
2023 Q3	–	Sell	-1,617	Closed	-$271K	–	1234
2023 Q2	$271K	Sell	1,617 -645	-29%	-$115K	0.01%	981
2023 Q1	$476K	Sell	2,262 -1,548	-41%	-$335K	0.02%	814
2022 Q4	$1.01M	Buy	3,810 +2,011	+112%	+$585K	0.04%	477
2022 Q3	$499K	Buy	1,799 +235	+15%	+$63.4K	0.02%	730
2022 Q2	$305K	Sell	1,564 -228	-13%	-$41.2K	0.01%	979
2022 Q1	$362K	Sell	1,792 -479	-21%	-$75.3K	0.01%	978
2021 Q4	$415K	Sell	2,271 -249	-10%	-$52K	0.01%	924
2021 Q3	$378K	Buy	2,520 +121	+5%	+$20.8K	0.01%	936
2021 Q2	$441K	Buy	2,399 +390	+19%	+$57.2K	0.01%	886
2021 Q1	$326K	Sell	2,009 -413	-17%	-$74.1K	0.01%	940
2020 Q4	$425K	Sell	2,422 -6,375	-72%	-$809K	0.01%	760
2020 Q3	$727K	Buy	+8,797	New	+$589K	0.03%	486

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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 $653B AUM 32.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

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