Moloney Securities Asset Management’s Enphase Energy ENPH Stock Holding History

Moloney Securities Asset Management’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 Q2	–	Sell	-1,035	Closed	-$218K	–	432
2023 Q1	$218K	Sell	1,035 -20	-2%	-$4.33K	0.04%	366
2022 Q4	$280K	Buy	1,055 +100	+10%	+$29.1K	0.06%	298
2022 Q3	$265K	Buy	+955	New	+$258K	0.06%	288
2022 Q2	–	Sell	-1,421	Closed	-$287K	–	390
2022 Q1	$287K	Buy	1,421 +168	+13%	+$26.4K	0.06%	309
2021 Q4	$229K	Buy	+1,253	New	+$261K	0.04%	382
2021 Q3	–	Sell	-1,254	Closed	-$230K	–	441
2021 Q2	$230K	Sell	1,254 -248	-17%	-$36.4K	0.04%	371
2021 Q1	$244K	Buy	+1,502	New	+$270K	0.05%	337

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Moloney Securities Asset Management's ENPH Position: Q2 2023 in Review

Moloney Securities Asset Management sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,035 shares — an estimated $218K sold.

Moloney Securities Asset Management first reported a position in ENPH in Q1 2021 and held it in 7 quarters. The position peaked at $287K in Q1 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Moloney Securities Asset Management reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Moloney Securities Asset Management sold 1,035 Enphase Energy shares in Q2 2023, an estimated $218K.
Moloney Securities Asset Management first reported a position in Enphase Energy in Q1 2021 and held it in 7 quarters.
Moloney Securities Asset Management's Enphase Energy position peaked at $287K in Q1 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Moloney Securities Asset Management's 13F filing for Q2 2023, filed 31 Jul 2023.