Mutual Advisors’s Enphase Energy ENPH Stock Holding History

Mutual Advisors’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 Q3	–	Sell	-4,505	Closed	-$754K	–	995
2023 Q2	$754K	Buy	+4,505	New	+$805K	0.03%	518
2020 Q3	–	Sell	-4,435	Closed	-$211K	–	676
2020 Q2	$211K	Buy	+4,435	New	+$212K	0.02%	590

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Mutual Advisors's ENPH Position: Q3 2023 in Review

Mutual Advisors sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 4,505 shares — an estimated $754K sold.

Mutual Advisors first reported a position in ENPH in Q2 2020 and held it in 2 quarters. The position peaked at $754K in Q2 2023. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Mutual Advisors reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 4,505 Enphase Energy shares in Q3 2023, an estimated $754K.
Mutual Advisors first reported a position in Enphase Energy in Q2 2020 and held it in 2 quarters.
Mutual Advisors's Enphase Energy position peaked at $754K in Q2 2023.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.