Curi Wealth Management’s Enphase Energy ENPH Stock Holding History

Curi 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	-39	Closed	-$8K	–	348
2022 Q2	$8K	Hold	39	–	–	﹤0.01%	402
2022 Q1	$7K	Hold	39	–	–	﹤0.01%	390
2021 Q4	$7K	Buy	+39	New	+$8.14K	﹤0.01%	347

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 $3.38T AUM 44.17% 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

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

Curi Wealth Management sold out of Enphase Energy (ENPH) in Q3 2022, closing a stake of 39 shares — an estimated $8K sold.

Curi Wealth Management first reported a position in ENPH in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2022. 887 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

Curi Wealth Management reported no remaining Enphase Energy position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 39 Enphase Energy shares in Q3 2022, an estimated $8K.
Curi Wealth Management first reported a position in Enphase Energy in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's Enphase Energy position peaked at $8K in Q2 2022.
887 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.