GoalVest Advisory’s Enphase Energy ENPH Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-3	Closed	-$1K	–	377
2022 Q1	$1K	Buy	+3	New	+$471	﹤0.01%	328

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

GoalVest Advisory's ENPH Position: Q2 2022 in Review

GoalVest Advisory sold out of Enphase Energy (ENPH) in Q2 2022, closing a stake of 3 shares — an estimated $1K sold.

GoalVest Advisory first reported a position in ENPH in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 809 funds tracked by Wall St. Rank hold ENPH as of Q2 2022.

GoalVest Advisory reported no remaining Enphase Energy position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 3 Enphase Energy shares in Q2 2022, an estimated $1K.
GoalVest Advisory first reported a position in Enphase Energy in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's Enphase Energy position peaked at $1K in Q1 2022.
809 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.