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Valley National Advisers’s Enphase Energy ENPH Stock Holding History

Valley National Advisers’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
-15
Closed -$1K – 864
2024
Q2 		$1K Hold
15
– – ﹤0.01% 1030
2024
Q1 		$1K Hold
15
– – ﹤0.01% 1071
2023
Q4 		$1K Buy
15
+10
+200% +$1.06K ﹤0.01% 1061
2023
Q3 		$1K Buy
+5
New +$712 ﹤0.01% 921
2023
Q2 		– Sell
-27
Closed -$6K – 983
2023
Q1 		$6K Sell
27
-23
-46% -$4.98K ﹤0.01% 664
2022
Q4 		$11K Buy
50
+15
+43% +$4.36K ﹤0.01% 568
2022
Q3 		$9K Sell
35
-7
-17% -$1.89K ﹤0.01% 592
2022
Q2 		$9K Buy
42
+4
+11% +$723 ﹤0.01% 581
2022
Q1 		$8K Buy
38
+18
+90% +$2.83K ﹤0.01% 628
2021
Q4 		$4K Buy
20
+9
+82% +$1.88K ﹤0.01% 708
2021
Q3 		$2K Buy
11
+2
+22% +$343 ﹤0.01% 759
2021
Q2 		$2K Sell
9
-4
-31% -$587 ﹤0.01% 778
2021
Q1 		$2K Buy
+13
New +$2.33K ﹤0.01% 727

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

Valley National Advisers's ENPH Position: Q3 2024 in Review

Valley National Advisers sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 15 shares — an estimated $1K sold.

Valley National Advisers first reported a position in ENPH in Q1 2021 and held it in 13 quarters. The position peaked at $11K in Q4 2022. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Valley National Advisers reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 15 Enphase Energy shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Enphase Energy in Q1 2021 and held it in 13 quarters.
  • Valley National Advisers's Enphase Energy position peaked at $11K in Q4 2022.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.