Polaris Wealth Advisory Group’s Enphase Energy ENPH Stock Holding History

Polaris Wealth Advisory Group’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	-40,959	Closed	-$8.61M	–	158
2023 Q1	$8.61M	Buy	+40,959	New	+$8.87M	0.64%	55
2022 Q2	–	Sell	-9,241	Closed	-$1.91M	–	144
2022 Q1	$1.91M	Buy	+9,241	New	+$1.45M	0.13%	82

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 $3.37T AUM 44.26% 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

Polaris Wealth Advisory Group's ENPH Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 40,959 shares — an estimated $8.61M sold.

Polaris Wealth Advisory Group first reported a position in ENPH in Q1 2022 and held it in 2 quarters. The position peaked at $8.61M in Q1 2023. 865 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Polaris Wealth Advisory Group reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 40,959 Enphase Energy shares in Q2 2023, an estimated $8.61M.
Polaris Wealth Advisory Group first reported a position in Enphase Energy in Q1 2022 and held it in 2 quarters.
Polaris Wealth Advisory Group's Enphase Energy position peaked at $8.61M in Q1 2023.
865 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.