SteelPeak Wealth’s Enphase Energy ENPH Stock Holding History

SteelPeak Wealth’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	-4,893	Closed	-$592K	–	556
2024 Q1	$592K	Buy	+4,893	New	+$571K	0.03%	276
2023 Q4	–	Sell	-12,300	Closed	-$1.48M	–	465
2023 Q3	$1.48M	Buy	12,300 +6,100	+98%	+$869K	0.09%	158
2023 Q2	$1.04M	Sell	6,200 -1,088	-15%	-$194K	0.06%	182
2023 Q1	$1.53M	Buy	7,288 +4,037	+124%	+$874K	0.1%	137
2022 Q4	$861K	Buy	3,251 +735	+29%	+$214K	0.06%	186
2022 Q3	$698K	Sell	2,516 -909	-27%	-$245K	0.05%	198
2022 Q2	$669K	Sell	3,425 -3,256	-49%	-$589K	0.05%	214
2022 Q1	$1.35M	Buy	6,681 +3,722	+126%	+$585K	0.08%	154
2021 Q4	$541K	Sell	2,959 -2,217	-43%	-$463K	0.03%	244
2021 Q3	$776K	Buy	5,176 +2,106	+69%	+$361K	0.05%	194
2021 Q2	$564K	Buy	3,070 +1,072	+54%	+$157K	0.04%	255
2021 Q1	$324K	Buy	+1,998	New	+$359K	0.03%	290

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return