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Sugarloaf Wealth Management’s Enphase Energy ENPH Stock Holding History

Sugarloaf Wealth Management’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
-12
Closed -$1.45K – 669
2024
Q1 		$1.45K Buy
+12
New +$1.4K ﹤0.01% 606
2020
Q4 		– Sell
-100
Closed -$8K – 731
2020
Q3 		$8K Hold
100
– – ﹤0.01% 475
2020
Q2 		$5K Hold
100
– – ﹤0.01% 517
2020
Q1 		$0 Buy
+100
New +$3.77K ﹤0.01% 700

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

Sugarloaf Wealth Management's ENPH Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 12 shares — an estimated $1.45K sold.

Sugarloaf Wealth Management first reported a position in ENPH in Q1 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2020. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • Sugarloaf Wealth Management reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 12 Enphase Energy shares in Q2 2024, an estimated $1.45K.
  • Sugarloaf Wealth Management first reported a position in Enphase Energy in Q1 2020 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Enphase Energy position peaked at $8K in Q3 2020.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.