Duality Advisers’s Enphase Energy ENPH Stock Holding History

Duality Advisers’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	-5,424	Closed	-$1.44M	–	619
2022 Q4	$1.44M	Sell	5,424 -4,422	-45%	-$1.29M	0.16%	227
2022 Q3	$2.73M	Buy	9,846 +1,899	+24%	+$512K	0.3%	128
2022 Q2	$1.55M	Sell	7,947 -6,618	-45%	-$1.2M	0.15%	260
2022 Q1	$2.94M	Buy	14,565 +3,780	+35%	+$594K	0.32%	86
2021 Q4	$1.97M	Sell	10,785 -1,091	-9%	-$228K	0.21%	184
2021 Q3	$1.78M	Buy	11,876 +10,618	+844%	+$1.82M	0.14%	264
2021 Q2	$231K	Sell	1,258 -19,031	-94%	-$2.79M	0.02%	497
2021 Q1	$3.29M	Buy	+20,289	New	+$3.64M	0.29%	111

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Duality Advisers's ENPH Position: Q1 2023 in Review

Duality Advisers sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 5,424 shares — an estimated $1.44M sold.

Duality Advisers first reported a position in ENPH in Q1 2021 and held it in 8 quarters. The position peaked at $3.29M in Q1 2021. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Duality Advisers reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Duality Advisers sold 5,424 Enphase Energy shares in Q1 2023, an estimated $1.44M.
Duality Advisers first reported a position in Enphase Energy in Q1 2021 and held it in 8 quarters.
Duality Advisers's Enphase Energy position peaked at $3.29M in Q1 2021.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Duality Advisers's 13F filing for Q1 2023, filed 27 Jun 2023.