Edmonds Duncan Registered Investment Advisors’s Enphase Energy ENPH Stock Holding History

Edmonds Duncan Registered Investment 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 Q2	–	Sell	-1,270	Closed	-$267K	–	141
2023 Q1	$267K	Sell	1,270 -7	-0.5%	-$1.52K	0.08%	108
2022 Q4	$338K	Hold	1,277	–	–	0.11%	90
2022 Q3	$354K	Sell	1,277 -978	-43%	-$264K	0.13%	82
2022 Q2	$440K	Hold	2,255	–	–	0.15%	76
2022 Q1	$455K	Buy	2,255 +34	+2%	+$5.34K	0.13%	81
2021 Q4	$299K	Buy	2,221 +110	+5%	+$22.9K	0.08%	103
2021 Q3	$317K	Buy	2,111 +111	+6%	+$19K	0.1%	103
2021 Q2	$367K	Sell	2,000 -88	-4%	-$12.9K	0.11%	99
2021 Q1	$339K	Buy	2,088 +65	+3%	+$11.7K	0.11%	94
2020 Q4	$366K	Buy	+2,023	New	+$257K	0.12%	91

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Edmonds Duncan Registered Investment Advisors's ENPH Position: Q2 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,270 shares — an estimated $267K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in ENPH in Q4 2020 and held it in 10 quarters. The position peaked at $455K in Q1 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Edmonds Duncan Registered Investment Advisors reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 1,270 Enphase Energy shares in Q2 2023, an estimated $267K.
Edmonds Duncan Registered Investment Advisors first reported a position in Enphase Energy in Q4 2020 and held it in 10 quarters.
Edmonds Duncan Registered Investment Advisors's Enphase Energy position peaked at $455K in Q1 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q2 2023, filed 6 Jul 2023.