Beacon Harbor Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Beacon Harbor Wealth 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	-20,565	Closed	-$5.45M	–	75
2022 Q4	$5.45M	Buy	+20,565	New	+$5.98M	1.85%	21
2022 Q2	$4.96M	Buy	+25,399	New	+$4.59M	1.75%	25

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

Beacon Harbor Wealth Advisors's ENPH Position: Q1 2023 in Review

Beacon Harbor Wealth Advisors sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 20,565 shares — an estimated $5.45M sold.

Beacon Harbor Wealth Advisors first reported a position in ENPH in Q2 2022 and held it in 2 quarters. The position peaked at $5.45M in Q4 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Beacon Harbor Wealth Advisors reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 20,565 Enphase Energy shares in Q1 2023, an estimated $5.45M.
Beacon Harbor Wealth Advisors first reported a position in Enphase Energy in Q2 2022 and held it in 2 quarters.
Beacon Harbor Wealth Advisors's Enphase Energy position peaked at $5.45M in Q4 2022.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.