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Moody National Bank Trust Division’s Enphase Energy ENPH Stock Holding History

Moody National Bank Trust Division’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
Q4 		– Sell
-6,708
Closed -$806K – 548
2023
Q3 		$806K Sell
6,708
-1,443
-18% -$206K 0.05% 268
2023
Q2 		$1.37M Buy
8,151
+1,150
+16% +$205K 0.09% 157
2023
Q1 		$1.47M Sell
7,001
-2,100
-23% -$455K 0.13% 142
2022
Q4 		$2.41M Sell
9,101
-434
-5% -$126K 0.21% 84
2022
Q3 		$2.65M Buy
9,535
+1,934
+25% +$522K 0.27% 67
2022
Q2 		$1.48M Buy
+7,601
New +$1.37M 0.16% 112

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moody National Bank Trust Division's ENPH Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 6,708 shares — an estimated $806K sold.

Moody National Bank Trust Division first reported a position in ENPH in Q2 2022 and held it in 6 quarters. The position peaked at $2.65M in Q3 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Moody National Bank Trust Division reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Moody National Bank Trust Division sold 6,708 Enphase Energy shares in Q4 2023, an estimated $806K.
  • Moody National Bank Trust Division first reported a position in Enphase Energy in Q2 2022 and held it in 6 quarters.
  • Moody National Bank Trust Division's Enphase Energy position peaked at $2.65M in Q3 2022.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.