Allen Capital Group’s Enphase Energy ENPH Stock Holding History

Allen Capital Group’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 Q2	–	Sell	-2,270	Closed	-$477K	–	177
2023 Q1	$477K	Buy	+2,270	New	+$492K	0.09%	124
2022 Q4	–	Sell	-1,604	Closed	-$445K	–	69
2022 Q3	$445K	Hold	1,604	–	–	0.1%	113
2022 Q2	$313K	Hold	1,604	–	–	0.06%	128
2022 Q1	$324K	Buy	+1,604	New	+$252K	0.06%	136

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Allen Capital Group's ENPH Position: Q2 2023 in Review

Allen Capital Group sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 2,270 shares — an estimated $477K sold.

Allen Capital Group first reported a position in ENPH in Q1 2022 and held it in 4 quarters. The position peaked at $477K in Q1 2023. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Allen Capital Group reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Allen Capital Group sold 2,270 Enphase Energy shares in Q2 2023, an estimated $477K.
Allen Capital Group first reported a position in Enphase Energy in Q1 2022 and held it in 4 quarters.
Allen Capital Group's Enphase Energy position peaked at $477K in Q1 2023.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Allen Capital Group's 13F filing for Q2 2023, filed 24 Jul 2023.