Surevest’s Enphase Energy ENPH Stock Holding History

Surevest’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	$140K	Hold	505	–	–	0.04%	147
2022 Q2	$99K	Hold	505	–	–	0.03%	169
2022 Q1	$102K	Hold	505	–	–	0.02%	158
2021 Q4	$92K	Buy	+505	New	+$105K	0.02%	152

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

Surevest's ENPH Position: Q3 2022 in Review

Surevest held its Enphase Energy (ENPH) position steady in Q3 2022 at 505 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #147.

Surevest first reported a position in ENPH in Q4 2021 and has held it in 4 quarters since. 887 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

Surevest held 505 shares of Enphase Energy worth $140K as of Q3 2022.
Surevest left its Enphase Energy share count unchanged in Q3 2022.
Enphase Energy made up 0.04% of Surevest's portfolio in Q3 2022, its #147 holding.
Surevest first reported a position in Enphase Energy in Q4 2021 and has held it in 4 quarters since.
887 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.