Atria Investments’s Enphase Energy ENPH Stock Holding History

Atria Investments’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	-4,394	Closed	-$1.16M	–	830
2022 Q4	$1.16M	Sell	4,394 -473	-10%	-$138K	0.02%	703
2022 Q3	$1.35M	Sell	4,867 -1,632	-25%	-$440K	0.03%	617
2022 Q2	$1.27M	Buy	+6,499	New	+$1.17M	0.03%	657

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Investments's ENPH Position: Q1 2023 in Review

Atria Investments sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 4,394 shares — an estimated $1.16M sold.

Atria Investments first reported a position in ENPH in Q2 2022 and held it in 3 quarters. The position peaked at $1.35M in Q3 2022. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Atria Investments reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Atria Investments sold 4,394 Enphase Energy shares in Q1 2023, an estimated $1.16M.
Atria Investments first reported a position in Enphase Energy in Q2 2022 and held it in 3 quarters.
Atria Investments's Enphase Energy position peaked at $1.35M in Q3 2022.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Atria Investments's 13F filing for Q1 2023, filed 10 May 2023.