Bellwether Advisors’s Enphase Energy ENPH Stock Holding History

Bellwether 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 Q2	–	Sell	-7,672	Closed	-$1.61M	–	205
2023 Q1	$1.61M	Buy	+7,672	New	+$1.66M	0.44%	57
2021 Q1	–	Sell	-4,621	Closed	-$810K	–	396
2020 Q4	$810K	Buy	+4,621	New	+$586K	0.36%	50

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bellwether Advisors's ENPH Position: Q2 2023 in Review

Bellwether Advisors sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 7,672 shares — an estimated $1.61M sold.

Bellwether Advisors first reported a position in ENPH in Q4 2020 and held it in 2 quarters. The position peaked at $1.61M in Q1 2023. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Bellwether Advisors reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 7,672 Enphase Energy shares in Q2 2023, an estimated $1.61M.
Bellwether Advisors first reported a position in Enphase Energy in Q4 2020 and held it in 2 quarters.
Bellwether Advisors's Enphase Energy position peaked at $1.61M in Q1 2023.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.