Foundations Investment Advisors’s Enphase Energy ENPH Stock Holding History

Foundations Investment Advisors’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	-1,008	Closed	-$212K	–	585
2023 Q1	$212K	Buy	1,008 +70	+7%	+$15.2K	0.01%	470
2022 Q4	$248K	Hold	938	–	–	0.01%	377
2022 Q3	$260K	Sell	938 -1,210	-56%	-$326K	0.01%	341
2022 Q2	$419K	Buy	+2,148	New	+$388K	0.02%	256

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

Foundations Investment Advisors's ENPH Position: Q2 2023 in Review

Foundations Investment Advisors sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,008 shares — an estimated $212K sold.

Foundations Investment Advisors first reported a position in ENPH in Q2 2022 and held it in 4 quarters. The position peaked at $419K in Q2 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Foundations Investment Advisors reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Foundations Investment Advisors sold 1,008 Enphase Energy shares in Q2 2023, an estimated $212K.
Foundations Investment Advisors first reported a position in Enphase Energy in Q2 2022 and held it in 4 quarters.
Foundations Investment Advisors's Enphase Energy position peaked at $419K in Q2 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.