Realta Investment Advisors’s Enphase Energy ENPH Stock Holding History

Realta Investment 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 Q2	–	Sell	-1,034	Closed	-$217K	–	837
2023 Q1	$217K	Sell	1,034 -1	-0.1%	-$217	0.05%	373
2022 Q4	$274K	Sell	1,035 -2	-0.2%	-$582	0.07%	315
2022 Q3	$288K	Sell	1,037 -2	-0.2%	-$539	0.08%	289
2022 Q2	$203K	Hold	1,039	–	–	0.05%	358
2022 Q1	$210K	Buy	+1,039	New	+$163K	0.04%	383
2020 Q1	–	Sell	-500	Closed	-$11K	–	612
2019 Q4	$11K	Hold	500	–	–	﹤0.01%	1104
2019 Q3	$11K	Buy	+500	New	+$12.8K	﹤0.01%	1085

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

Realta Investment Advisors's ENPH Position: Q2 2023 in Review

Realta Investment Advisors sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,034 shares — an estimated $217K sold.

Realta Investment Advisors first reported a position in ENPH in Q3 2019 and held it in 7 quarters. The position peaked at $288K in Q3 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Realta Investment Advisors reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Realta Investment Advisors sold 1,034 Enphase Energy shares in Q2 2023, an estimated $217K.
Realta Investment Advisors first reported a position in Enphase Energy in Q3 2019 and held it in 7 quarters.
Realta Investment Advisors's Enphase Energy position peaked at $288K in Q3 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Realta Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.