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Tradition Wealth Management’s Enphase Energy ENPH Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-481
Closed -$64K – 616
2023
Q4 		$64K Sell
481
-64
-12% -$6.79K 0.01% 571
2023
Q3 		$65K Buy
545
+23
+4% +$3.28K 0.01% 542
2023
Q2 		$87K Sell
522
-81
-13% -$14.5K 0.01% 482
2023
Q1 		$127K Buy
603
+100
+20% +$21.7K 0.02% 375
2022
Q4 		$133K Sell
503
-170
-25% -$49.5K 0.02% 316
2022
Q3 		$187K Sell
673
-106
-14% -$28.6K 0.03% 267
2022
Q2 		$152K Buy
779
+58
+8% +$10.5K 0.02% 299
2022
Q1 		$145K Buy
+721
New +$113K 0.02% 334

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tradition Wealth Management's ENPH Position: Q1 2024 in Review

Tradition Wealth Management sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 481 shares — an estimated $64K sold.

Tradition Wealth Management first reported a position in ENPH in Q1 2022 and held it in 8 quarters. The position peaked at $187K in Q3 2022. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Tradition Wealth Management reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 481 Enphase Energy shares in Q1 2024, an estimated $64K.
  • Tradition Wealth Management first reported a position in Enphase Energy in Q1 2022 and held it in 8 quarters.
  • Tradition Wealth Management's Enphase Energy position peaked at $187K in Q3 2022.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.