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TFO Wealth Partners’s Enphase Energy ENPH Stock Holding History

TFO Wealth Partners’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
-1
Closed -$121 – 264
2024
Q1 		$121 Hold
1
– – ﹤0.01% 600
2023
Q4 		$132 Sell
1
-4
-80% -$424 ﹤0.01% 744
2023
Q3 		$837 Buy
5
+4
+400% +$570 ﹤0.01% 324
2023
Q2 		$167 Hold
1
– – ﹤0.01% 555
2023
Q1 		$210 Sell
1
-38
-97% -$8.23K ﹤0.01% 461
2022
Q4 		$480 Buy
+39
New +$11.3K ﹤0.01% 483
2022
Q3 		– Sell
-3
Closed -$1K – 245
2022
Q2 		$1K Buy
+3
New +$542 ﹤0.01% 399

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return