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Axxcess Wealth Management’s Enphase Energy ENPH Stock Holding History

Axxcess Wealth Management’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
-958
Closed -$254K – 651
2022
Q4 		$254K Sell
958
-1,173
-55% -$341K 0.02% 491
2022
Q3 		$591K Sell
2,131
-131
-6% -$35.3K 0.06% 285
2022
Q2 		$442K Buy
+2,262
New +$409K 0.04% 328

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axxcess Wealth Management's ENPH Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 958 shares — an estimated $254K sold.

Axxcess Wealth Management first reported a position in ENPH in Q2 2022 and held it in 3 quarters. The position peaked at $591K in Q3 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

  • Axxcess Wealth Management reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 958 Enphase Energy shares in Q1 2023, an estimated $254K.
  • Axxcess Wealth Management first reported a position in Enphase Energy in Q2 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's Enphase Energy position peaked at $591K in Q3 2022.
  • 914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.