Fiduciary Alliance’s Enphase Energy ENPH Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-3	Closed	-$502	–	395
2023 Q2	$502	Buy	+3	New	+$536	﹤0.01%	925
2023 Q1	–	Sell	-2	Closed	-$530	–	359
2022 Q4	$530	Buy	+2	New	+$582	﹤0.01%	843

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fiduciary Alliance's ENPH Position: Q3 2023 in Review

Fiduciary Alliance sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 3 shares — an estimated $502 sold.

Fiduciary Alliance first reported a position in ENPH in Q4 2022 and held it in 2 quarters. The position peaked at $530 in Q4 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Fiduciary Alliance reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 3 Enphase Energy shares in Q3 2023, an estimated $502.
Fiduciary Alliance first reported a position in Enphase Energy in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Enphase Energy position peaked at $530 in Q4 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.