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Wealth Management Associates’s Enphase Energy ENPH Stock Holding History

Wealth Management Associates’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
2022
Q3 		– Sell
-1,808
Closed -$353K – 178
2022
Q2 		$353K Sell
1,808
-517
-22% -$93.5K 0.24% 107
2022
Q1 		$469K Buy
2,325
+678
+41% +$107K 0.27% 98
2021
Q4 		$301K Buy
1,647
+119
+8% +$24.8K 0.16% 155
2021
Q3 		$229K Sell
1,528
-50
-3% -$8.58K 0.13% 170
2021
Q2 		$290K Buy
+1,578
New +$231K 0.16% 145

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Management Associates's ENPH Position: Q3 2022 in Review

Wealth Management Associates sold out of Enphase Energy (ENPH) in Q3 2022, closing a stake of 1,808 shares — an estimated $353K sold.

Wealth Management Associates first reported a position in ENPH in Q2 2021 and held it in 5 quarters. The position peaked at $469K in Q1 2022. 887 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

  • Wealth Management Associates reported no remaining Enphase Energy position as of Q3 2022 after selling out during the quarter.
  • Wealth Management Associates sold 1,808 Enphase Energy shares in Q3 2022, an estimated $353K.
  • Wealth Management Associates first reported a position in Enphase Energy in Q2 2021 and held it in 5 quarters.
  • Wealth Management Associates's Enphase Energy position peaked at $469K in Q1 2022.
  • 887 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on Wealth Management Associates's 13F filing for Q3 2022, filed 28 May 2025.