Capital Impact Advisors’s Enphase Energy ENPH Stock Holding History

Capital Impact 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	-1,218	Closed	-$323K	–	197
2022 Q4	$323K	Sell	1,218 -12	-1%	-$3.49K	0.32%	137
2022 Q3	$341K	Sell	1,230 -1,984	-62%	-$535K	0.34%	126
2022 Q2	$628K	Sell	3,214 -237	-7%	-$42.8K	0.58%	60
2022 Q1	$696K	Buy	+3,451	New	+$542K	0.51%	96
2021 Q4	–	Sell	-5,432	Closed	-$815K	–	111
2021 Q3	$815K	Hold	5,432	–	–	0.32%	108
2021 Q2	$997K	Sell	5,432 -4,161	-43%	-$610K	0.32%	107
2021 Q1	$1.56M	Buy	+9,593	New	+$1.72M	0.54%	70

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

Capital Impact Advisors's ENPH Position: Q1 2023 in Review

Capital Impact Advisors sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 1,218 shares — an estimated $323K sold.

Capital Impact Advisors first reported a position in ENPH in Q1 2021 and held it in 7 quarters. The position peaked at $1.56M in Q1 2021. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Capital Impact Advisors reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Capital Impact Advisors sold 1,218 Enphase Energy shares in Q1 2023, an estimated $323K.
Capital Impact Advisors first reported a position in Enphase Energy in Q1 2021 and held it in 7 quarters.
Capital Impact Advisors's Enphase Energy position peaked at $1.56M in Q1 2021.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Capital Impact Advisors's 13F filing for Q1 2023, filed 23 May 2023.