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Stratos Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Stratos 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
2023
Q4 		– Sell
-2,309
Closed -$277K – 699
2023
Q3 		$277K Sell
2,309
-44
-2% -$6.27K 0.02% 549
2023
Q2 		$394K Buy
2,353
+1,108
+89% +$198K 0.03% 462
2023
Q1 		$262K Buy
1,245
+40
+3% +$8.66K 0.02% 519
2022
Q4 		$319K Buy
+1,205
New +$351K 0.03% 465

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stratos Wealth Advisors's ENPH Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 2,309 shares — an estimated $277K sold.

Stratos Wealth Advisors first reported a position in ENPH in Q4 2022 and held it in 4 quarters. The position peaked at $394K in Q2 2023. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Stratos Wealth Advisors reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 2,309 Enphase Energy shares in Q4 2023, an estimated $277K.
  • Stratos Wealth Advisors first reported a position in Enphase Energy in Q4 2022 and held it in 4 quarters.
  • Stratos Wealth Advisors's Enphase Energy position peaked at $394K in Q2 2023.
  • 757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.