Terra Nova Asset Management’s Enphase Energy ENPH Stock Holding History

Terra Nova Asset 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
2023 Q4	–	Sell	-4,732	Closed	-$793K	–	90
2023 Q3	$793K	Hold	4,732	–	–	0.72%	51
2023 Q2	$793K	Sell	4,732 -59	-1%	-$10.5K	0.72%	51
2023 Q1	$1.01M	Buy	4,791 +616	+15%	+$133K	0.99%	48
2022 Q4	$1.11M	Buy	4,175 +16	+0.4%	+$4.66K	1.16%	40
2022 Q3	$1.15M	Buy	4,159 +2,118	+104%	+$571K	1.26%	35
2022 Q2	$398K	Sell	2,041 -13	-0.6%	-$2.35K	0.44%	58
2022 Q1	$414K	Sell	2,054 -6	-0.3%	-$943	0.38%	57
2021 Q4	$377K	Buy	2,060 +130	+7%	+$27.1K	0.28%	66
2021 Q3	$289K	Hold	1,930	–	–	0.23%	76
2021 Q2	$354K	Buy	1,930 +22	+1%	+$3.23K	0.3%	68
2021 Q1	$309K	Buy	1,908 +542	+40%	+$97.3K	0.27%	71
2020 Q4	$240K	Buy	+1,366	New	+$173K	0.24%	71

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Terra Nova Asset Management's ENPH Position: Q4 2023 in Review

Terra Nova Asset Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 4,732 shares — an estimated $793K sold.

Terra Nova Asset Management first reported a position in ENPH in Q4 2020 and held it in 12 quarters. The position peaked at $1.15M in Q3 2022. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Terra Nova Asset Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Terra Nova Asset Management sold 4,732 Enphase Energy shares in Q4 2023, an estimated $793K.
Terra Nova Asset Management first reported a position in Enphase Energy in Q4 2020 and held it in 12 quarters.
Terra Nova Asset Management's Enphase Energy position peaked at $1.15M in Q3 2022.
757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Terra Nova Asset Management's 13F filing for Q4 2023, filed 18 Jan 2024.