CA
ENPH icon

Crewe Advisors’s Enphase Energy ENPH Stock Holding History

Crewe 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
Q3 		– Sell
-1
Closed -$168 – 689
2023
Q2 		$168 Sell
1
-76
-99% -$13.6K ﹤0.01% 740
2023
Q1 		$16.2K Hold
77
– – ﹤0.01% 470
2022
Q4 		$20.4K Sell
77
-41
-35% -$11.9K ﹤0.01% 419
2022
Q3 		$33K Buy
118
+18
+18% +$4.86K 0.01% 373
2022
Q2 		$20K Buy
+100
New +$18.1K ﹤0.01% 417

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crewe Advisors's ENPH Position: Q3 2023 in Review

Crewe Advisors sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1 share — an estimated $168 sold.

Crewe Advisors first reported a position in ENPH in Q2 2022 and held it in 5 quarters. The position peaked at $33K in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Crewe Advisors reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Crewe Advisors sold 1 Enphase Energy share in Q3 2023, an estimated $168.
  • Crewe Advisors first reported a position in Enphase Energy in Q2 2022 and held it in 5 quarters.
  • Crewe Advisors's Enphase Energy position peaked at $33K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.