Evoke Wealth’s Enphase Energy ENPH Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-75	Closed	-$21K	–	612
2022 Q3	$21K	Buy	75 +3	+4%	+$809	﹤0.01%	636
2022 Q2	$14K	Sell	72 -1	-1%	-$181	﹤0.01%	715
2022 Q1	$15K	Buy	73 +61	+508%	+$9.59K	﹤0.01%	703
2021 Q4	$2K	Sell	12 -2	-14%	-$417	﹤0.01%	1034
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	1001
2021 Q2	$3K	Hold	14	–	–	﹤0.01%	976
2021 Q1	$2K	Buy	+14	New	+$2.51K	﹤0.01%	1019

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Evoke Wealth's ENPH Position: Q4 2022 in Review

Evoke Wealth sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 75 shares — an estimated $21K sold.

Evoke Wealth first reported a position in ENPH in Q1 2021 and held it in 7 quarters. The position peaked at $21K in Q3 2022. 941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

Evoke Wealth reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 75 Enphase Energy shares in Q4 2022, an estimated $21K.
Evoke Wealth first reported a position in Enphase Energy in Q1 2021 and held it in 7 quarters.
Evoke Wealth's Enphase Energy position peaked at $21K in Q3 2022.
941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.