Avestar Capital’s Enphase Energy ENPH Stock Holding History

Avestar Capital’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	-5,700	Closed	-$955K	–	375
2023 Q2	$955K	Buy	+5,700	New	+$1.02M	0.15%	84

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

Avestar Capital's ENPH Position: Q3 2023 in Review

Avestar Capital sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 607 shares — an estimated $102K sold.

Avestar Capital first reported a position in ENPH in Q3 2021 and held it in 3 quarters. The position peaked at $894K in Q3 2021. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Avestar Capital reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Avestar Capital sold 607 Enphase Energy shares in Q3 2023, an estimated $102K.
Avestar Capital first reported a position in Enphase Energy in Q3 2021 and held it in 3 quarters.
Avestar Capital's Enphase Energy position peaked at $894K in Q3 2021.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Avestar Capital's 13F filing for Q3 2023, filed 20 Oct 2023.