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Wagner Wealth Management (South Carolina)’s Enphase Energy ENPH Stock Holding History

Wagner Wealth Management (South Carolina)’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
-4,789
Closed -$575K – 233
2023
Q3 		$575K Sell
4,789
-117
-2% -$16.7K 0.21% 66
2023
Q2 		$822K Buy
4,906
+208
+4% +$37.2K 0.31% 57
2023
Q1 		$988K Buy
4,698
+531
+13% +$115K 0.45% 49
2022
Q4 		$1.1M Buy
4,167
+139
+3% +$40.4K 0.68% 41
2022
Q3 		$1.12M Sell
4,028
-9
-0.2% -$2.43K 0.83% 30
2022
Q2 		$788K Sell
4,037
-152
-4% -$27.5K 0.63% 39
2022
Q1 		$845K Sell
4,189
-302
-7% -$47.5K 0.59% 43
2021
Q4 		$822K Buy
4,491
+8
+0.2% +$1.67K 0.63% 39
2021
Q3 		$1.04M Sell
4,483
-1,125
-20% -$193K 0.83% 31
2021
Q2 		$1.03M Buy
5,608
+1,478
+36% +$217K 0.74% 35
2021
Q1 		$670K Buy
4,130
+1
+0% +$180 0.53% 52
2020
Q4 		$725K Buy
+4,129
New +$524K 0.69% 47
2018
Q3 		$30K Buy
6,200
+2,200
+55% +$12.1K 0.02% 299
2018
Q2 		$27K Hold
4,000
– – 0.02% 284
2018
Q1 		$18K Buy
+4,000
New +$12.1K 0.01% 307

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Swedbank
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ENPH Position: Q4 2023 in Review

Wagner Wealth Management (South Carolina) sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 4,789 shares — an estimated $575K sold.

Wagner Wealth Management (South Carolina) first reported a position in ENPH in Q1 2018 and held it in 15 quarters. The position peaked at $1.12M in Q3 2022. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Wagner Wealth Management (South Carolina) reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 4,789 Enphase Energy shares in Q4 2023, an estimated $575K.
  • Wagner Wealth Management (South Carolina) first reported a position in Enphase Energy in Q1 2018 and held it in 15 quarters.
  • Wagner Wealth Management (South Carolina)'s Enphase Energy position peaked at $1.12M in Q3 2022.
  • 757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2023, filed 19 Jan 2024.