Sound Income Strategies’s Enphase Energy ENPH Stock Holding History

Sound Income Strategies’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	-6	Closed	-$678	–	1495
2024 Q3	$678	Buy	+6	New	+$670	﹤0.01%	1286
2023 Q3	–	Sell	-8	Closed	-$1.34K	–	1172
2023 Q2	$1.34K	Buy	+8	New	+$1.43K	﹤0.01%	934
2022 Q1	–	Sell	-19	Closed	-$3K	–	892
2021 Q4	$3K	Buy	+19	New	+$3.96K	﹤0.01%	659

Other funds holding ENPH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $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

Sound Income Strategies's ENPH Position: Q4 2024 in Review

Sound Income Strategies sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 6 shares — an estimated $678 sold.

Sound Income Strategies first reported a position in ENPH in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 623 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Sound Income Strategies reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Sound Income Strategies sold 6 Enphase Energy shares in Q4 2024, an estimated $678.
Sound Income Strategies first reported a position in Enphase Energy in Q4 2021 and held it in 3 quarters.
Sound Income Strategies's Enphase Energy position peaked at $3K in Q4 2021.
623 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.