Atlas Capital Advisors’s Enphase Energy ENPH Stock Holding History

Atlas Capital 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 Q1	–	Sell	-353	Closed	-$93.5K	–	923
2022 Q4	$93.5K	Sell	353 -5	-1%	-$1.46K	0.02%	454
2022 Q3	$99.3K	Buy	+358	New	+$96.6K	0.02%	447

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Capital Advisors's ENPH Position: Q1 2023 in Review

Atlas Capital Advisors sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 353 shares — an estimated $93.5K sold.

Atlas Capital Advisors first reported a position in ENPH in Q3 2022 and held it in 2 quarters. The position peaked at $99.3K in Q3 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Atlas Capital Advisors reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Atlas Capital Advisors sold 353 Enphase Energy shares in Q1 2023, an estimated $93.5K.
Atlas Capital Advisors first reported a position in Enphase Energy in Q3 2022 and held it in 2 quarters.
Atlas Capital Advisors's Enphase Energy position peaked at $99.3K in Q3 2022.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Atlas Capital Advisors's 13F filing for Q1 2023, filed 16 May 2023.