Ellevest Inc’s Enphase Energy ENPH Stock Holding History

Ellevest Inc’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	-174	Closed	-$36.6K	–	732
2023 Q1	$36.6K	Sell	174 -82	-32%	-$17.8K	﹤0.01%	690
2022 Q4	$67.8K	Sell	256 -77	-23%	-$22.4K	0.01%	535
2022 Q3	$92K	Buy	333 +103	+45%	+$27.8K	0.01%	434
2022 Q2	$45K	Buy	230 +24	+12%	+$4.34K	﹤0.01%	589
2022 Q1	$42K	Buy	206 +87	+73%	+$13.7K	﹤0.01%	575
2021 Q4	$22K	Sell	119 -42	-26%	-$8.76K	﹤0.01%	689
2021 Q3	$24K	Buy	+161	New	+$27.6K	﹤0.01%	627

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ellevest Inc's ENPH Position: Q2 2023 in Review

Ellevest Inc sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 174 shares — an estimated $36.6K sold.

Ellevest Inc first reported a position in ENPH in Q3 2021 and held it in 7 quarters. The position peaked at $92K in Q3 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Ellevest Inc reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 174 Enphase Energy shares in Q2 2023, an estimated $36.6K.
Ellevest Inc first reported a position in Enphase Energy in Q3 2021 and held it in 7 quarters.
Ellevest Inc's Enphase Energy position peaked at $92K in Q3 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.