Soltis Investment Advisors’s Enphase Energy ENPH Stock Holding History

Soltis 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 Q1	–	Sell	-777	Closed	-$206K	–	266
2022 Q4	$206K	Buy	+777	New	+$226K	0.03%	234
2021 Q1	–	Sell	-1,755	Closed	-$308K	–	223
2020 Q4	$308K	Sell	1,755 -750	-30%	-$95.1K	0.06%	179
2020 Q3	$207K	Buy	+2,505	New	+$168K	0.05%	191

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Soltis Investment Advisors's ENPH Position: Q1 2023 in Review

Soltis Investment Advisors sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 777 shares — an estimated $206K sold.

Soltis Investment Advisors first reported a position in ENPH in Q3 2020 and held it in 3 quarters. The position peaked at $308K in Q4 2020. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Soltis Investment Advisors reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Soltis Investment Advisors sold 777 Enphase Energy shares in Q1 2023, an estimated $206K.
Soltis Investment Advisors first reported a position in Enphase Energy in Q3 2020 and held it in 3 quarters.
Soltis Investment Advisors's Enphase Energy position peaked at $308K in Q4 2020.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Soltis Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.