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Advisor OS’s Enphase Energy ENPH Stock Holding History

Advisor OS’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
Q1 		– Sell
-2,184
Closed -$579K – 242
2022
Q4 		$579K Sell
2,184
-185
-8% -$53.8K 0.15% 144
2022
Q3 		$657K Sell
2,369
-1,491
-39% -$402K 0.2% 104
2022
Q2 		$754K Sell
3,860
-93
-2% -$16.8K 0.22% 107
2022
Q1 		$796K Buy
3,953
+46
+1% +$7.23K 0.23% 101
2021
Q4 		$715K Buy
3,907
+1,098
+39% +$229K 0.15% 134
2021
Q3 		$421K Buy
+2,809
New +$482K 0.09% 168

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor OS's ENPH Position: Q1 2023 in Review

Advisor OS sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 2,184 shares — an estimated $579K sold.

Advisor OS first reported a position in ENPH in Q3 2021 and held it in 6 quarters. The position peaked at $796K in Q1 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

  • Advisor OS reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
  • Advisor OS sold 2,184 Enphase Energy shares in Q1 2023, an estimated $579K.
  • Advisor OS first reported a position in Enphase Energy in Q3 2021 and held it in 6 quarters.
  • Advisor OS's Enphase Energy position peaked at $796K in Q1 2022.
  • 914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Advisor OS's 13F filing for Q1 2023, filed 25 Apr 2023.