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Synergy Financial Group’s Enphase Energy ENPH Stock Holding History

Synergy Financial Group’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
Q1 		– Sell
-3,000
Closed -$396K – 85
2023
Q4 		$396K Hold
3,000
– – 0.49% 47
2023
Q3 		$360K Hold
3,000
– – 0.5% 46
2023
Q2 		$502K Hold
3,000
– – 0.68% 37
2023
Q1 		$631K Hold
3,000
– – 1.03% 22
2022
Q4 		$795K Hold
3,000
– – 1.57% 18
2022
Q3 		$832K Hold
3,000
– – 1.25% 23
2022
Q2 		$586K Buy
+3,000
New +$542K 0.92% 31

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Financial Group's ENPH Position: Q1 2024 in Review

Synergy Financial Group sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 3,000 shares — an estimated $396K sold.

Synergy Financial Group first reported a position in ENPH in Q2 2022 and held it in 7 quarters. The position peaked at $832K in Q3 2022. 722 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Synergy Financial Group reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Synergy Financial Group sold 3,000 Enphase Energy shares in Q1 2024, an estimated $396K.
  • Synergy Financial Group first reported a position in Enphase Energy in Q2 2022 and held it in 7 quarters.
  • Synergy Financial Group's Enphase Energy position peaked at $832K in Q3 2022.
  • 722 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Synergy Financial Group's 13F filing for Q1 2024, filed 15 May 2024.