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Tyler-Stone Wealth Management’s Enphase Energy ENPH Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-100
Closed -$9.97K – 488
2024
Q2 		$9.97K Hold
100
– – ﹤0.01% 657
2024
Q1 		$12.1K Hold
100
– – 0.01% 623
2023
Q4 		$13.2K Hold
100
– – 0.01% 586
2023
Q3 		$12K Buy
+100
New +$14.2K 0.01% 564
2022
Q3 		– Sell
-70
Closed -$14K – 871
2022
Q2 		$14K Buy
+70
New +$12.7K 0.01% 502

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Tyler-Stone Wealth Management's ENPH Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 100 shares — an estimated $9.97K sold.

Tyler-Stone Wealth Management first reported a position in ENPH in Q2 2022 and held it in 5 quarters. The position peaked at $14K in Q2 2022. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 100 Enphase Energy shares in Q3 2024, an estimated $9.97K.
  • Tyler-Stone Wealth Management first reported a position in Enphase Energy in Q2 2022 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's Enphase Energy position peaked at $14K in Q2 2022.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.