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AlphaCentric Advisors’s Enphase Energy ENPH Stock Holding History

AlphaCentric 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
Q4 		– Sell
-137
Closed -$16.5K – 248
2023
Q3 		$16.5K Sell
137
-23
-14% -$3.28K 0.01% 234
2023
Q2 		$26.8K Sell
160
-6
-4% -$1.07K 0.01% 232
2023
Q1 		$34.9K Sell
166
-9
-5% -$1.95K 0.02% 205
2022
Q4 		$46.4K Sell
175
-26
-13% -$7.57K 0.05% 161
2022
Q3 		$56K Buy
+201
New +$54.2K 0.06% 172
2021
Q4 		$27K Buy
+147
New +$30.7K 0.01% 219

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlphaCentric Advisors's ENPH Position: Q4 2023 in Review

AlphaCentric Advisors sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 137 shares — an estimated $16.5K sold.

AlphaCentric Advisors first reported a position in ENPH in Q4 2021 and held it in 6 quarters. The position peaked at $56K in Q3 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • AlphaCentric Advisors reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • AlphaCentric Advisors sold 137 Enphase Energy shares in Q4 2023, an estimated $16.5K.
  • AlphaCentric Advisors first reported a position in Enphase Energy in Q4 2021 and held it in 6 quarters.
  • AlphaCentric Advisors's Enphase Energy position peaked at $56K in Q3 2022.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on AlphaCentric Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.