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Wipfli Financial Advisors’s Enphase Energy ENPH Stock Holding History

Wipfli Financial Advisors’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 		$377K Buy
+1,359
New +$367K 0.03% 280

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wipfli Financial Advisors's ENPH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Enphase Energy (ENPH) in Q3 2022: 1,359 shares worth $377K. The stake represents 0.03% of the portfolio and ranks #280 among its holdings.

887 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

  • Wipfli Financial Advisors held 1,359 shares of Enphase Energy worth $377K as of Q3 2022.
  • Enphase Energy was a new Wipfli Financial Advisors position in Q3 2022.
  • Enphase Energy made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #280 holding.
  • 887 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.