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SOA Wealth Advisors’s Enphase Energy ENPH Stock Holding History

SOA Wealth 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
2024
Q2 		– Sell
-10
Closed -$1.21K – 871
2024
Q1 		$1.21K Hold
10
– – ﹤0.01% 751
2023
Q4 		$1.32K Hold
10
– – ﹤0.01% 737
2023
Q3 		$1.2K Hold
10
– – ﹤0.01% 754
2023
Q2 		$1.68K Sell
10
-203
-95% -$36.3K ﹤0.01% 741
2023
Q1 		$44.8K Buy
213
+200
+1,538% +$43.3K 0.01% 299
2022
Q4 		$3.44K Hold
13
– – ﹤0.01% 675
2022
Q3 		$3K Buy
+13
New +$3.51K ﹤0.01% 656

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

SOA Wealth Advisors's ENPH Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 10 shares — an estimated $1.21K sold.

SOA Wealth Advisors first reported a position in ENPH in Q3 2022 and held it in 7 quarters. The position peaked at $44.8K in Q1 2023. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • SOA Wealth Advisors reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 10 Enphase Energy shares in Q2 2024, an estimated $1.21K.
  • SOA Wealth Advisors first reported a position in Enphase Energy in Q3 2022 and held it in 7 quarters.
  • SOA Wealth Advisors's Enphase Energy position peaked at $44.8K in Q1 2023.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.