Linscomb Wealth’s Enphase Energy ENPH Stock Holding History

Linscomb Wealth’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	-922	Closed	-$244K	–	296
2022 Q4	$244K	Buy	922 +103	+13%	+$30K	0.01%	308
2022 Q3	$227K	Buy	+819	New	+$221K	0.01%	266
2022 Q2	–	Sell	-1,032	Closed	-$208K	–	302
2022 Q1	$208K	Buy	+1,032	New	+$162K	0.01%	330
2021 Q4	–	Sell	-1,611	Closed	-$242K	–	343
2021 Q3	$242K	Sell	1,611 -65	-4%	-$11.2K	0.01%	302
2021 Q2	$308K	Buy	1,676 +160	+11%	+$23.5K	0.02%	265
2021 Q1	$246K	Sell	1,516 -860	-36%	-$154K	0.01%	296
2020 Q4	$417K	Buy	+2,376	New	+$301K	0.02%	215

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

Linscomb Wealth's ENPH Position: Q1 2023 in Review

Linscomb Wealth sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 922 shares — an estimated $244K sold.

Linscomb Wealth first reported a position in ENPH in Q4 2020 and held it in 7 quarters. The position peaked at $417K in Q4 2020. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Linscomb Wealth reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Linscomb Wealth sold 922 Enphase Energy shares in Q1 2023, an estimated $244K.
Linscomb Wealth first reported a position in Enphase Energy in Q4 2020 and held it in 7 quarters.
Linscomb Wealth's Enphase Energy position peaked at $417K in Q4 2020.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Linscomb Wealth's 13F filing for Q1 2023, filed 11 May 2023.