Ameritas Advisory Services’s Enphase Energy ENPH Stock Holding History

Ameritas Advisory Services’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	-2,524	Closed	-$419K	–	813
2023 Q2	$419K	Buy	2,524 +2,299	+1,022%	+$411K	0.05%	330
2023 Q1	$47.7K	Buy	+225	New	+$48.7K	﹤0.01%	1272

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

Ameritas Advisory Services's ENPH Position: Q3 2023 in Review

Ameritas Advisory Services sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 2,524 shares — an estimated $419K sold.

Ameritas Advisory Services first reported a position in ENPH in Q1 2023 and held it in 2 quarters. The position peaked at $419K in Q2 2023. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Ameritas Advisory Services reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Ameritas Advisory Services sold 2,524 Enphase Energy shares in Q3 2023, an estimated $419K.
Ameritas Advisory Services first reported a position in Enphase Energy in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Enphase Energy position peaked at $419K in Q2 2023.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Ameritas Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.