Forum Financial Management’s Enphase Energy ENPH Stock Holding History

Forum Financial 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
2023 Q2	–	Sell	-1,122	Closed	-$236K	–	667
2023 Q1	$236K	Buy	1,122 +25	+2%	+$5.42K	0.01%	485
2022 Q4	$291K	Hold	1,097	–	–	0.01%	403
2022 Q3	$304K	Hold	1,097	–	–	0.01%	339
2022 Q2	$214K	Sell	1,097 -15	-1%	-$2.71K	0.01%	492
2022 Q1	$224K	Buy	1,112 +20	+2%	+$3.14K	0.01%	519
2021 Q4	$200K	Buy	+1,092	New	+$228K	0.01%	624

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

Forum Financial Management's ENPH Position: Q2 2023 in Review

Forum Financial Management sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,122 shares — an estimated $236K sold.

Forum Financial Management first reported a position in ENPH in Q4 2021 and held it in 6 quarters. The position peaked at $304K in Q3 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Forum Financial Management reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Forum Financial Management sold 1,122 Enphase Energy shares in Q2 2023, an estimated $236K.
Forum Financial Management first reported a position in Enphase Energy in Q4 2021 and held it in 6 quarters.
Forum Financial Management's Enphase Energy position peaked at $304K in Q3 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Forum Financial Management's 13F filing for Q2 2023, filed 26 Jul 2023.