Laurel Wealth Advisors (North Carolina)’s Enphase Energy ENPH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-15	Closed	-$3K	–	564
2022 Q2	$3K	Hold	15	–	–	﹤0.01%	496
2022 Q1	$3K	Sell	15 -150	-91%	-$23.6K	﹤0.01%	539
2021 Q4	$30K	Hold	165	–	–	0.01%	306
2021 Q3	$25K	Hold	165	–	–	0.01%	324
2021 Q2	$30K	Buy	165 +150	+1,000%	+$22K	0.01%	332
2021 Q1	$2K	Buy	+15	New	+$2.69K	﹤0.01%	600

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ENPH Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Enphase Energy (ENPH) in Q3 2022, closing a stake of 15 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ENPH in Q1 2021 and held it in 6 quarters. The position peaked at $30K in Q4 2021. 887 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining Enphase Energy position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 15 Enphase Energy shares in Q3 2022, an estimated $3K.
Laurel Wealth Advisors (North Carolina) first reported a position in Enphase Energy in Q1 2021 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s Enphase Energy position peaked at $30K in Q4 2021.
887 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.