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Pinnacle Family Advisors’s Enphase Energy ENPH Stock Holding History

Pinnacle Family 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
-1,226
Closed -$205K – 90
2023
Q2 		$205K Sell
1,226
-75
-6% -$13.4K 0.11% 99
2023
Q1 		$274K Hold
1,301
– – 0.17% 82
2022
Q4 		$345K Buy
1,301
+39
+3% +$11.3K 0.25% 68
2022
Q3 		$350K Sell
1,262
-39
-3% -$10.5K 0.3% 56
2022
Q2 		$254K Buy
+1,301
New +$235K 0.21% 78

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Family Advisors's ENPH Position: Q3 2023 in Review

Pinnacle Family Advisors sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,226 shares — an estimated $205K sold.

Pinnacle Family Advisors first reported a position in ENPH in Q2 2022 and held it in 5 quarters. The position peaked at $350K in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Pinnacle Family Advisors reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Family Advisors sold 1,226 Enphase Energy shares in Q3 2023, an estimated $205K.
  • Pinnacle Family Advisors first reported a position in Enphase Energy in Q2 2022 and held it in 5 quarters.
  • Pinnacle Family Advisors's Enphase Energy position peaked at $350K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Pinnacle Family Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.