Valley Wealth Managers’s Enphase Energy ENPH Stock Holding History

Valley Wealth Managers’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
2023 Q4	–	Sell	-1,323	Closed	-$159K	–	360
2023 Q3	$159K	Buy	1,323 +145	+12%	+$20.7K	0.01%	187
2023 Q2	$197K	Buy	1,178 +20	+2%	+$3.57K	0.02%	163
2023 Q1	$244K	Buy	+1,158	New	+$251K	0.02%	147

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

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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valley Wealth Managers's ENPH Position: Q4 2023 in Review

Valley Wealth Managers sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 1,323 shares — an estimated $159K sold.

Valley Wealth Managers first reported a position in ENPH in Q1 2023 and held it in 3 quarters. The position peaked at $244K in Q1 2023. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Valley Wealth Managers reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Valley Wealth Managers sold 1,323 Enphase Energy shares in Q4 2023, an estimated $159K.
Valley Wealth Managers first reported a position in Enphase Energy in Q1 2023 and held it in 3 quarters.
Valley Wealth Managers's Enphase Energy position peaked at $244K in Q1 2023.
757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.