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American Financial Advisors’s Enphase Energy ENPH Stock Holding History

American Financial 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
Q2 		– Sell
-979
Closed -$206K – 137
2023
Q1 		$206K Hold
979
– – 0.03% 120
2022
Q4 		$259K Buy
+979
New +$285K 0.04% 105

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

American Financial Advisors's ENPH Position: Q2 2023 in Review

American Financial Advisors sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 979 shares — an estimated $206K sold.

American Financial Advisors first reported a position in ENPH in Q4 2022 and held it in 2 quarters. The position peaked at $259K in Q4 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

  • American Financial Advisors reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
  • American Financial Advisors sold 979 Enphase Energy shares in Q2 2023, an estimated $206K.
  • American Financial Advisors first reported a position in Enphase Energy in Q4 2022 and held it in 2 quarters.
  • American Financial Advisors's Enphase Energy position peaked at $259K in Q4 2022.
  • 863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on American Financial Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.