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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 $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 $3.37T AUM 44.26% 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

TFO Wealth Partners's ENPH Position: Q2 2024 in Review

TFO Wealth Partners sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 1 share — an estimated $121 sold.

TFO Wealth Partners first reported a position in ENPH in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • TFO Wealth Partners reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Enphase Energy share in Q2 2024, an estimated $121.
  • TFO Wealth Partners first reported a position in Enphase Energy in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Enphase Energy position peaked at $1K in Q2 2022.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.