Dakota Wealth Management’s Enphase Energy ENPH Stock Holding History

Dakota 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
2023 Q1	–	Sell	-1,445	Closed	-$383K	–	626
2022 Q4	$383K	Buy	1,445 +47	+3%	+$13.7K	0.03%	402
2022 Q3	$388K	Sell	1,398 -545	-28%	-$147K	0.03%	384
2022 Q2	$379K	Buy	+1,943	New	+$351K	0.03%	328

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

Dakota Wealth Management's ENPH Position: Q1 2023 in Review

Dakota Wealth Management sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 1,445 shares — an estimated $383K sold.

Dakota Wealth Management first reported a position in ENPH in Q2 2022 and held it in 3 quarters. The position peaked at $388K in Q3 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Dakota Wealth Management reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Dakota Wealth Management sold 1,445 Enphase Energy shares in Q1 2023, an estimated $383K.
Dakota Wealth Management first reported a position in Enphase Energy in Q2 2022 and held it in 3 quarters.
Dakota Wealth Management's Enphase Energy position peaked at $388K in Q3 2022.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Dakota Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.