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Beacon Capital Management LLC (Tennessee)’s Enphase Energy ENPH Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2022
Q4 		– Sell
-13
Closed -$3K – 1008
2022
Q3 		$3K Buy
+13
New +$3.51K ﹤0.01% 672

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s ENPH Position: Q4 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 13 shares — an estimated $3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ENPH in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 13 Enphase Energy shares in Q4 2022, an estimated $3K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Enphase Energy in Q3 2022 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Enphase Energy position peaked at $3K in Q3 2022.
  • 941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2022, filed 27 Jan 2023.