PFS Investments’s Enphase Energy ENPH Stock Holding History

PFS Investments’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	-10,171	Closed	-$1.94M	–	518
2023 Q1	$1.94M	Buy	10,171 +1,334	+15%	+$289K	0.03%	316
2022 Q4	$2.34M	Buy	8,837 +4,652	+111%	+$1.35M	0.04%	268
2022 Q3	$1.16M	Buy	+4,185	New	+$1.13M	0.02%	323

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

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

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

Norges Bank Oslo, Norway $1T AUM

PFS Investments's ENPH Position: Q2 2023 in Review

PFS Investments sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 10,171 shares — an estimated $1.94M sold.

PFS Investments first reported a position in ENPH in Q3 2022 and held it in 3 quarters. The position peaked at $2.34M in Q4 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

PFS Investments reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
PFS Investments sold 10,171 Enphase Energy shares in Q2 2023, an estimated $1.94M.
PFS Investments first reported a position in Enphase Energy in Q3 2022 and held it in 3 quarters.
PFS Investments's Enphase Energy position peaked at $2.34M in Q4 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.