Veritable’s Enphase Energy ENPH Stock Holding History

Veritable’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 Q3	–	Sell	-1,326	Closed	-$222K	–	256
2023 Q2	$222K	Sell	1,326 -427	-24%	-$76.3K	﹤0.01%	808
2023 Q1	$369K	Buy	1,753 +3	+0.2%	+$650	0.01%	626
2022 Q4	$464K	Sell	1,750 -306	-15%	-$89K	0.01%	546
2022 Q3	$570K	Sell	2,056 -508	-20%	-$137K	0.01%	466
2022 Q2	$501K	Buy	2,564 +193	+8%	+$34.9K	0.01%	541
2022 Q1	$478K	Buy	2,371 +633	+36%	+$99.5K	0.01%	577
2021 Q4	$318K	Buy	1,738 +243	+16%	+$50.7K	﹤0.01%	698
2021 Q3	$224K	Sell	1,495 -4	-0.3%	-$686	﹤0.01%	803
2021 Q2	$275K	Sell	1,499 -217	-13%	-$31.8K	﹤0.01%	713
2021 Q1	$278K	Sell	1,716 -1,350	-44%	-$242K	﹤0.01%	683
2020 Q4	$538K	Buy	+3,066	New	+$389K	0.01%	473

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Geode Capital Management

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VOYA Investment Management

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

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