The Family Firm’s Enphase Energy ENPH Stock Holding History

The Family Firm’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 Q3	–	Sell	-546	Closed	-$54.4K	–	394
2024 Q2	$54.4K	Buy	+546	New	+$63.6K	0.01%	384

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

The Family Firm's ENPH Position: Q3 2024 in Review

The Family Firm sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 546 shares — an estimated $54.4K sold.

The Family Firm first reported a position in ENPH in Q2 2024 and held it in 1 quarter. The position peaked at $54.4K in Q2 2024. 729 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

The Family Firm reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 546 Enphase Energy shares in Q3 2024, an estimated $54.4K.
The Family Firm first reported a position in Enphase Energy in Q2 2024 and held it in 1 quarter.
The Family Firm's Enphase Energy position peaked at $54.4K in Q2 2024.
729 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.