Beck Capital Management’s Enphase Energy ENPH Stock Holding History

Beck Capital 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 Q3	–	Sell	-11,681	Closed	-$1.96M	–	108
2023 Q2	$1.96M	Buy	11,681 +4,627	+66%	+$827K	0.77%	53
2023 Q1	$1.48M	Buy	7,054 +3,610	+105%	+$782K	0.63%	69
2022 Q4	$913K	Sell	3,444 -301	-8%	-$87.6K	0.38%	98
2022 Q3	$1.04M	Buy	+3,745	New	+$1.01M	0.45%	85
2022 Q2	–	Sell	-5,095	Closed	-$1.03M	–	124
2022 Q1	$1.03M	Buy	+5,095	New	+$801K	0.31%	104
2021 Q1	–	Sell	-1,832	Closed	-$321K	–	117
2020 Q4	$321K	Buy	+1,832	New	+$232K	0.13%	97

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

Beck Capital Management's ENPH Position: Q3 2023 in Review

Beck Capital Management sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 11,681 shares — an estimated $1.96M sold.

Beck Capital Management first reported a position in ENPH in Q4 2020 and held it in 6 quarters. The position peaked at $1.96M in Q2 2023. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Beck Capital Management reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Beck Capital Management sold 11,681 Enphase Energy shares in Q3 2023, an estimated $1.96M.
Beck Capital Management first reported a position in Enphase Energy in Q4 2020 and held it in 6 quarters.
Beck Capital Management's Enphase Energy position peaked at $1.96M in Q2 2023.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Beck Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.