High Net Worth Advisory Group’s Enphase Energy ENPH Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-100	Closed	-$26.5K	–	297
2022 Q4	$26.5K	Hold	100	–	–	0.01%	400
2022 Q3	$28K	Hold	100	–	–	0.01%	411
2022 Q2	$20K	Hold	100	–	–	0.01%	449
2022 Q1	$20K	Hold	100	–	–	0.01%	454
2021 Q4	$18K	Buy	+100	New	+$20.9K	0.01%	473

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

High Net Worth Advisory Group's ENPH Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 100 shares — an estimated $26.5K sold.

High Net Worth Advisory Group first reported a position in ENPH in Q4 2021 and held it in 5 quarters. The position peaked at $28K in Q3 2022. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

High Net Worth Advisory Group reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 100 Enphase Energy shares in Q1 2023, an estimated $26.5K.
High Net Worth Advisory Group first reported a position in Enphase Energy in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Enphase Energy position peaked at $28K in Q3 2022.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.