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
2022 Q1	–	Sell	-100	Closed	-$18K	–	444
2021 Q4	$18K	Buy	+100	New	+$20.9K	﹤0.01%	408

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

SteelPeak Wealth's ENPH Position: Q2 2024 in Review

SteelPeak Wealth sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 4,893 shares — an estimated $592K sold.

SteelPeak Wealth first reported a position in ENPH in Q1 2021 and held it in 12 quarters. The position peaked at $1.53M in Q1 2023. 713 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

SteelPeak Wealth reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
SteelPeak Wealth sold 4,893 Enphase Energy shares in Q2 2024, an estimated $592K.
SteelPeak Wealth first reported a position in Enphase Energy in Q1 2021 and held it in 12 quarters.
SteelPeak Wealth's Enphase Energy position peaked at $1.53M in Q1 2023.
713 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

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