Cordatus Wealth Management’s Enphase Energy ENPH Stock Holding History

Cordatus Wealth 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
2022 Q3	–	Sell	-5,732	Closed	-$1.12M	–	92
2022 Q2	$1.12M	Buy	+5,732	New	+$1.04M	0.52%	77
2021 Q4	–	Sell	-17,897	Closed	-$2.68M	–	161
2021 Q3	$2.68M	Buy	+17,897	New	+$3.07M	2.06%	17
2021 Q1	$2.09M	Sell	12,916 -1,039	-7%	-$187K	0.8%	43
2020 Q4	$2.45M	Buy	+13,955	New	+$1.77M	1.03%	27

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cordatus Wealth Management's ENPH Position: Q3 2022 in Review

Cordatus Wealth Management sold out of Enphase Energy (ENPH) in Q3 2022, closing a stake of 5,732 shares — an estimated $1.12M sold.

Cordatus Wealth Management first reported a position in ENPH in Q4 2020 and held it in 4 quarters. The position peaked at $2.68M in Q3 2021. 887 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

Cordatus Wealth Management reported no remaining Enphase Energy position as of Q3 2022 after selling out during the quarter.
Cordatus Wealth Management sold 5,732 Enphase Energy shares in Q3 2022, an estimated $1.12M.
Cordatus Wealth Management first reported a position in Enphase Energy in Q4 2020 and held it in 4 quarters.
Cordatus Wealth Management's Enphase Energy position peaked at $2.68M in Q3 2021.
887 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on Cordatus Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.