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Retirement Financial Solutions’s Enphase Energy ENPH Stock Holding History

Retirement Financial Solutions’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
-29
Closed -$7.68K – 83
2022
Q4 		$7.68K Buy
+29
New +$8.44K 0.01% 151

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Financial Solutions's ENPH Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 29 shares — an estimated $7.68K sold.

Retirement Financial Solutions first reported a position in ENPH in Q4 2022 and held it in 1 quarter. The position peaked at $7.68K in Q4 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 29 Enphase Energy shares in Q1 2023, an estimated $7.68K.
  • Retirement Financial Solutions first reported a position in Enphase Energy in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Enphase Energy position peaked at $7.68K in Q4 2022.
  • 914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.