Syntax Advisors’s Enphase Energy ENPH Stock Holding History

Syntax 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 Q3	$246K	Buy	2,051 +655	+47%	+$93.3K	0.22%	104
2023 Q2	$234K	Buy	1,396 +185	+15%	+$33.1K	0.19%	153
2023 Q1	$255K	Buy	1,211 +413	+52%	+$89.5K	0.19%	140
2022 Q4	$211K	Sell	798 -93	-10%	-$27.1K	0.18%	181
2022 Q3	$247K	Sell	891 -408	-31%	-$110K	0.21%	116
2022 Q2	$254K	Sell	1,299 -129	-9%	-$23.3K	0.21%	115
2022 Q1	$288K	Buy	1,428 +139	+11%	+$21.8K	0.24%	93
2021 Q4	$236K	Buy	+1,289	New	+$269K	0.17%	189

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Syntax Advisors's ENPH Position: Q3 2023 in Review

Syntax Advisors increased its Enphase Energy (ENPH) stake by 47% in Q3 2023, buying an estimated $93.3K and bringing the position to 2,051 shares worth $246K. The position accounts for 0.22% of the portfolio, ranked #104.

Syntax Advisors first reported a position in ENPH in Q4 2021 and has held it in 8 quarters since. The position peaked at $288K in Q1 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Syntax Advisors held 2,051 shares of Enphase Energy worth $246K as of Q3 2023.
Syntax Advisors bought 655 Enphase Energy shares in Q3 2023, an estimated $93.3K.
Enphase Energy made up 0.22% of Syntax Advisors's portfolio in Q3 2023, its #104 holding.
Syntax Advisors first reported a position in Enphase Energy in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Enphase Energy position peaked at $288K in Q1 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.