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Fortis Capital Management’s Enphase Energy ENPH Stock Holding History

Fortis Capital Management’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
-1,186
Closed -$329K – 92
2022
Q3 		$329K Sell
1,186
-18
-1% -$4.86K 0.28% 72
2022
Q2 		$235K Sell
1,204
-57
-5% -$10.3K 0.23% 71
2022
Q1 		$254K Buy
1,261
+101
+9% +$15.9K 0.13% 71
2021
Q4 		$212K Buy
+1,160
New +$242K 0.11% 79

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Fortis Capital Management's ENPH Position: Q4 2022 in Review

Fortis Capital Management sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 1,186 shares — an estimated $329K sold.

Fortis Capital Management first reported a position in ENPH in Q4 2021 and held it in 4 quarters. The position peaked at $329K in Q3 2022. 941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

  • Fortis Capital Management reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
  • Fortis Capital Management sold 1,186 Enphase Energy shares in Q4 2022, an estimated $329K.
  • Fortis Capital Management first reported a position in Enphase Energy in Q4 2021 and held it in 4 quarters.
  • Fortis Capital Management's Enphase Energy position peaked at $329K in Q3 2022.
  • 941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Fortis Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.