VitalStone Financial’s Enphase Energy ENPH Stock Holding History

VitalStone 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	$716K	Sell	6,334 -231	-4%	-$25.8K	0.49%	45
2024 Q2	$655K	Buy	6,565 +4,817	+276%	+$561K	0.47%	46
2024 Q1	$211K	Buy	1,748 +860	+97%	+$100K	0.16%	104
2023 Q4	$117K	Buy	888 +111	+14%	+$11.8K	0.09%	115
2023 Q3	$61K	Sell	777 -10,256	-93%	-$1.46M	0.05%	120
2023 Q2	$2.31M	Buy	11,033 +10,858	+6,205%	+$1.94M	1.29%	10
2023 Q1	$33K	Sell	175 -9,197	-98%	-$1.99M	0.03%	137
2022 Q4	$2.48M	Buy	+9,372	New	+$2.73M	1.69%	6

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

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

VitalStone Financial's ENPH Position: Q3 2024 in Review

VitalStone Financial reduced its Enphase Energy (ENPH) stake by 3.5% in Q3 2024, selling an estimated $25.8K and leaving 6,334 shares worth $716K. The position accounts for 0.49% of the portfolio, ranked #45.

VitalStone Financial first reported a position in ENPH in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.48M in Q4 2022. 730 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

VitalStone Financial held 6,334 shares of Enphase Energy worth $716K as of Q3 2024.
VitalStone Financial sold 231 Enphase Energy shares in Q3 2024, an estimated $25.8K.
Enphase Energy made up 0.49% of VitalStone Financial's portfolio in Q3 2024, its #45 holding.
VitalStone Financial first reported a position in Enphase Energy in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Enphase Energy position peaked at $2.48M in Q4 2022.
730 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.