Truist Financial

Truist Financial’s Enphase Energy ENPH Stock Holding History

Truist Financial’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	-5,614	Closed	-$560K	–	2574
2024 Q2	$560K	Sell	5,614 -165	-3%	-$19.2K	﹤0.01%	1904
2024 Q1	$699K	Buy	5,779 +12	+0.2%	+$1.4K	﹤0.01%	1781
2023 Q4	$762K	Sell	5,767 -2,370	-29%	-$251K	﹤0.01%	1745
2023 Q3	$978K	Sell	8,137 -8,316	-51%	-$1.18M	﹤0.01%	1581
2023 Q2	$2.76M	Buy	16,453 +4,290	+35%	+$766K	﹤0.01%	1105
2023 Q1	$2.56M	Buy	12,163 +8,145	+203%	+$1.76M	﹤0.01%	1105
2022 Q4	$1.06M	Buy	4,018 +54	+1%	+$15.7K	﹤0.01%	1514
2022 Q3	$1.1M	Sell	3,964 -750	-16%	-$202K	﹤0.01%	1452
2022 Q2	$920K	Sell	4,714 -8,906	-65%	-$1.61M	﹤0.01%	1585
2022 Q1	$2.75M	Buy	13,620 +11,684	+604%	+$1.84M	﹤0.01%	1151
2021 Q4	$354K	Sell	1,936 -3,238	-63%	-$676K	﹤0.01%	2248
2021 Q3	$777K	Buy	5,174 +1,748	+51%	+$300K	﹤0.01%	1745
2021 Q2	$629K	Buy	3,426 +1,821	+113%	+$267K	﹤0.01%	1910
2021 Q1	$260K	Buy	1,605 +55	+4%	+$9.87K	﹤0.01%	2376
2020 Q4	$272K	Buy	+1,550	New	+$197K	﹤0.01%	2216

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

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

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

Geode Capital Management

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