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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co

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

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

Geode Capital Management

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

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return