Robertson Stephens Wealth Management’s Enphase Energy ENPH Stock Holding History

Robertson Stephens Wealth Management’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	-864	Closed	-$229K	–	445
2022 Q4	$229K	Buy	+864	New	+$251K	0.02%	379
2021 Q3	–	Sell	-3,012	Closed	-$553K	–	320
2021 Q2	$553K	Buy	+3,012	New	+$442K	0.07%	200

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Robertson Stephens Wealth Management's ENPH Position: Q1 2023 in Review

Robertson Stephens Wealth Management sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 864 shares — an estimated $229K sold.

Robertson Stephens Wealth Management first reported a position in ENPH in Q2 2021 and held it in 2 quarters. The position peaked at $553K in Q2 2021. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Robertson Stephens Wealth Management reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 864 Enphase Energy shares in Q1 2023, an estimated $229K.
Robertson Stephens Wealth Management first reported a position in Enphase Energy in Q2 2021 and held it in 2 quarters.
Robertson Stephens Wealth Management's Enphase Energy position peaked at $553K in Q2 2021.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.