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1834 Investment Advisors’s Enphase Energy ENPH Stock Holding History

1834 Investment 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
2023
Q3 		– Sell
-3,487
Closed -$584K – 234
2023
Q2 		$584K Sell
3,487
-1,020
-23% -$182K 0.07% 160
2023
Q1 		$948K Buy
+4,507
New +$976K 0.11% 127

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
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
Goldman Sachs
Goldman Sachs New York $871B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1834 Investment Advisors's ENPH Position: Q3 2023 in Review

1834 Investment Advisors sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 3,487 shares — an estimated $584K sold.

1834 Investment Advisors first reported a position in ENPH in Q1 2023 and held it in 2 quarters. The position peaked at $948K in Q1 2023. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • 1834 Investment Advisors reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • 1834 Investment Advisors sold 3,487 Enphase Energy shares in Q3 2023, an estimated $584K.
  • 1834 Investment Advisors first reported a position in Enphase Energy in Q1 2023 and held it in 2 quarters.
  • 1834 Investment Advisors's Enphase Energy position peaked at $948K in Q1 2023.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on 1834 Investment Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.