SkyOak Wealth’s Enphase Energy ENPH Stock Holding History

SkyOak Wealth’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	-2,383	Closed	-$631K	–	260
2022 Q4	$631K	Sell	2,383 -93	-4%	-$27.1K	0.21%	100
2022 Q3	$687K	Buy	+2,476	New	+$668K	0.25%	90

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

SkyOak Wealth's ENPH Position: Q1 2023 in Review

SkyOak Wealth sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 2,383 shares — an estimated $631K sold.

SkyOak Wealth first reported a position in ENPH in Q3 2022 and held it in 2 quarters. The position peaked at $687K in Q3 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

SkyOak Wealth reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
SkyOak Wealth sold 2,383 Enphase Energy shares in Q1 2023, an estimated $631K.
SkyOak Wealth first reported a position in Enphase Energy in Q3 2022 and held it in 2 quarters.
SkyOak Wealth's Enphase Energy position peaked at $687K in Q3 2022.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on SkyOak Wealth's 13F filing for Q1 2023, filed 2 May 2023.