Level Four Advisory Services’s Enphase Energy ENPH Stock Holding History

Level Four Advisory Services’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	-3,495	Closed	-$926K	–	775
2022 Q4	$926K	Sell	3,495 -1,256	-26%	-$365K	0.07%	262
2022 Q3	$1.32M	Sell	4,751 -1,293	-21%	-$349K	0.13%	175
2022 Q2	$1.18M	Buy	6,044 +1,039	+21%	+$188K	0.11%	190
2022 Q1	$1.01M	Buy	5,005 +2,353	+89%	+$370K	0.08%	239
2021 Q4	$485K	Buy	+2,652	New	+$553K	0.04%	394
2021 Q2	–	Sell	-1,698	Closed	-$275K	–	648
2021 Q1	$275K	Sell	1,698 -206	-11%	-$37K	0.02%	521
2020 Q4	$334K	Buy	+1,904	New	+$241K	0.03%	439

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Level Four Advisory Services's ENPH Position: Q1 2023 in Review

Level Four Advisory Services sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 3,495 shares — an estimated $926K sold.

Level Four Advisory Services first reported a position in ENPH in Q4 2020 and held it in 7 quarters. The position peaked at $1.32M in Q3 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Level Four Advisory Services reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 3,495 Enphase Energy shares in Q1 2023, an estimated $926K.
Level Four Advisory Services first reported a position in Enphase Energy in Q4 2020 and held it in 7 quarters.
Level Four Advisory Services's Enphase Energy position peaked at $1.32M in Q3 2022.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.