Spearhead Capital Advisors’s Enphase Energy ENPH Stock Holding History

Spearhead Capital 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
2022 Q3	$296K	Sell	1,066 -1,322	-55%	-$357K	0.32%	87
2022 Q2	$466K	Sell	2,388 -27	-1%	-$4.88K	0.07%	84
2022 Q1	$487K	Sell	2,415 -471	-16%	-$74K	0.06%	87
2021 Q4	$528K	Buy	2,886 +96	+3%	+$20K	0.06%	96
2021 Q3	$418K	Buy	2,790 +211	+8%	+$36.2K	0.06%	120
2021 Q2	$474K	Buy	2,579 +457	+22%	+$67K	0.06%	110
2021 Q1	$344K	Buy	+2,122	New	+$381K	0.05%	129

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spearhead Capital Advisors's ENPH Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Enphase Energy (ENPH) stake by 55% in Q3 2022, selling an estimated $357K and leaving 1,066 shares worth $296K. The position accounts for 0.32% of the portfolio, ranked #87.

Spearhead Capital Advisors first reported a position in ENPH in Q1 2021 and has held it in 7 quarters since. The position peaked at $528K in Q4 2021. 888 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

Spearhead Capital Advisors held 1,066 shares of Enphase Energy worth $296K as of Q3 2022.
Spearhead Capital Advisors sold 1,322 Enphase Energy shares in Q3 2022, an estimated $357K.
Enphase Energy made up 0.32% of Spearhead Capital Advisors's portfolio in Q3 2022, its #87 holding.
Spearhead Capital Advisors first reported a position in Enphase Energy in Q1 2021 and has held it in 7 quarters since.
Spearhead Capital Advisors's Enphase Energy position peaked at $528K in Q4 2021.
888 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.