Beacon Pointe Advisors’s Enphase Energy ENPH Stock Holding History

Beacon Pointe 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 Q4	–	Sell	-1,690	Closed	-$203K	–	1342
2023 Q3	$203K	Buy	+1,690	New	+$241K	﹤0.01%	1229
2023 Q2	–	Sell	-1,267	Closed	-$266K	–	1109
2023 Q1	$266K	Sell	1,267 -1,018	-45%	-$220K	﹤0.01%	973
2022 Q4	$605K	Buy	2,285 +3	+0.1%	+$873	0.01%	630
2022 Q3	$639K	Buy	+2,282	New	+$616K	0.01%	575
2022 Q2	–	Sell	-8,887	Closed	-$1.79M	–	1093
2022 Q1	$1.79M	Buy	+8,887	New	+$1.4M	0.02%	472

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Pointe Advisors's ENPH Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 1,690 shares — an estimated $203K sold.

Beacon Pointe Advisors first reported a position in ENPH in Q1 2022 and held it in 5 quarters. The position peaked at $1.79M in Q1 2022. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Beacon Pointe Advisors reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Beacon Pointe Advisors sold 1,690 Enphase Energy shares in Q4 2023, an estimated $203K.
Beacon Pointe Advisors first reported a position in Enphase Energy in Q1 2022 and held it in 5 quarters.
Beacon Pointe Advisors's Enphase Energy position peaked at $1.79M in Q1 2022.
757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.