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Concord Wealth Partners’s Enphase Energy ENPH Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-8
Closed -$2K – 440
2022
Q2 		$2K Sell
8
-49
-86% -$8.86K ﹤0.01% 1015
2022
Q1 		$12K Sell
57
-11
-16% -$1.73K ﹤0.01% 729
2021
Q4 		$12K Buy
+68
New +$14.2K ﹤0.01% 744

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concord Wealth Partners's ENPH Position: Q3 2022 in Review

Concord Wealth Partners sold out of Enphase Energy (ENPH) in Q3 2022, closing a stake of 8 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in ENPH in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q1 2022. 887 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

  • Concord Wealth Partners reported no remaining Enphase Energy position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 8 Enphase Energy shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Enphase Energy in Q4 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Enphase Energy position peaked at $12K in Q1 2022.
  • 887 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.