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TWA
TCI Wealth Advisors’s
Enphase Energy
ENPH
Stock Holding History
TCI 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
Q2
–
Sell
-210
Closed
-$44.2K
–
821
2023
Q1
$44.2K
Sell
210
-152
-42%
-$32.9K
0.01%
460
2022
Q4
$95.9K
Sell
362
-62
-15%
-$18K
0.01%
274
2022
Q3
$118K
Sell
424
-136
-24%
-$36.7K
0.02%
225
2022
Q2
$109K
Buy
560
+400
+250%
+$72.3K
0.02%
237
2022
Q1
$32K
Sell
160
-22
-12%
-$3.46K
﹤0.01%
521
2021
Q4
$33K
Buy
182
+39
+27%
+$8.14K
﹤0.01%
507
2021
Q3
$21K
Buy
143
+1
+0.7%
+$172
﹤0.01%
667
2021
Q2
$26K
Sell
142
-96
-40%
-$14.1K
﹤0.01%
544
2021
Q1
$39K
Buy
238
+99
+71%
+$17.8K
0.02%
402
2020
Q4
$24K
Buy
139
+6
+5%
+$761
0.01%
460
2020
Q3
$11K
Hold
133
–
–
﹤0.01%
560
2020
Q2
$6K
Hold
133
–
–
﹤0.01%
684
2020
Q1
$4K
Hold
133
–
–
﹤0.01%
761
2019
Q4
$3K
Hold
133
–
–
﹤0.01%
1011
2019
Q3
$3K
Hold
133
–
–
﹤0.01%
945
2019
Q2
$2K
Hold
133
–
–
﹤0.01%
1000
2019
Q1
$1K
Hold
133
–
–
﹤0.01%
1196
2018
Q4
$1K
Buy
+133
New
+$675
﹤0.01%
1192
Other funds holding ENPH
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
VOYA Investment Management
Atlanta, Georgia
$96.1B AUM
40.06%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$95.1B AUM
30.55%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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