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Tradewinds Capital Management’s Enphase Energy ENPH Stock Holding History

Tradewinds Capital 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
-125
Closed -$15K – 496
2023
Q3 		$15K Buy
+125
New +$17.8K 0.01% 204
2022
Q1 		– Sell
-32
Closed -$6K – 793
2021
Q4 		$6K Buy
+32
New +$6.68K ﹤0.01% 553
2021
Q1 		– Sell
-36
Closed -$6K – 757
2020
Q4 		$6K Buy
+36
New +$4.57K ﹤0.01% 486

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tradewinds Capital Management's ENPH Position: Q4 2023 in Review

Tradewinds Capital Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 125 shares — an estimated $15K sold.

Tradewinds Capital Management first reported a position in ENPH in Q4 2020 and held it in 3 quarters. The position peaked at $15K in Q3 2023. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Tradewinds Capital Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Tradewinds Capital Management sold 125 Enphase Energy shares in Q4 2023, an estimated $15K.
  • Tradewinds Capital Management first reported a position in Enphase Energy in Q4 2020 and held it in 3 quarters.
  • Tradewinds Capital Management's Enphase Energy position peaked at $15K in Q3 2023.
  • 757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Tradewinds Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.