AlphaQ Advisors’s Enphase Energy ENPH Stock Holding History

AlphaQ 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	-1,570	Closed	-$263K	–	175
2023 Q2	$263K	Sell	1,570 -5	-0.3%	-$893	0.19%	144
2023 Q1	$331K	Sell	1,575 -5	-0.3%	-$1.08K	0.28%	108
2022 Q4	$419K	Buy	+1,580	New	+$460K	0.36%	79

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

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

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

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

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

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

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

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

AlphaQ Advisors's ENPH Position: Q3 2023 in Review

AlphaQ Advisors sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,570 shares — an estimated $263K sold.

AlphaQ Advisors first reported a position in ENPH in Q4 2022 and held it in 3 quarters. The position peaked at $419K in Q4 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

AlphaQ Advisors reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
AlphaQ Advisors sold 1,570 Enphase Energy shares in Q3 2023, an estimated $263K.
AlphaQ Advisors first reported a position in Enphase Energy in Q4 2022 and held it in 3 quarters.
AlphaQ Advisors's Enphase Energy position peaked at $419K in Q4 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on AlphaQ Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.