Paragon Wealth Strategies’s Enphase Energy ENPH Stock Holding History

Paragon Wealth Strategies’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	-336	Closed	-$89K	–	93
2022 Q4	$89K	Sell	336 -11	-3%	-$3.2K	0.11%	45
2022 Q3	$96K	Buy	+347	New	+$93.6K	0.09%	28
2021 Q3	–	Sell	-70	Closed	-$13K	–	117
2021 Q2	$13K	Buy	+70	New	+$10.3K	﹤0.01%	165

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

Paragon Wealth Strategies's ENPH Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 336 shares — an estimated $89K sold.

Paragon Wealth Strategies first reported a position in ENPH in Q2 2021 and held it in 3 quarters. The position peaked at $96K in Q3 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Paragon Wealth Strategies reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 336 Enphase Energy shares in Q1 2023, an estimated $89K.
Paragon Wealth Strategies first reported a position in Enphase Energy in Q2 2021 and held it in 3 quarters.
Paragon Wealth Strategies's Enphase Energy position peaked at $96K in Q3 2022.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.