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Simplicity Solutions’s Enphase Energy ENPH Stock Holding History

Simplicity 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
Q3 		– Sell
-1,792
Closed -$300K – 1022
2023
Q2 		$300K Sell
1,792
-1,687
-48% -$301K 0.01% 832
2023
Q1 		$732K Buy
3,479
+785
+29% +$170K 0.02% 576
2022
Q4 		$714K Sell
2,694
-347
-11% -$101K 0.1% 259
2022
Q3 		$844K Buy
3,041
+589
+24% +$159K 0.12% 209
2022
Q2 		$478K Buy
2,452
+1,336
+120% +$242K 0.06% 312
2022
Q1 		$225K Buy
+1,116
New +$175K 0.03% 572

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Solutions's ENPH Position: Q3 2023 in Review

Simplicity Solutions sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,792 shares — an estimated $300K sold.

Simplicity Solutions first reported a position in ENPH in Q1 2022 and held it in 6 quarters. The position peaked at $844K in Q3 2022. 785 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Simplicity Solutions reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 1,792 Enphase Energy shares in Q3 2023, an estimated $300K.
  • Simplicity Solutions first reported a position in Enphase Energy in Q1 2022 and held it in 6 quarters.
  • Simplicity Solutions's Enphase Energy position peaked at $844K in Q3 2022.
  • 785 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.