TFO
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Tarbox Family Office’s Enphase Energy ENPH Stock Holding History

Tarbox Family Office’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
Q2 		– Sell
-45
Closed -$9K – 390
2022
Q1 		$9K Sell
45
-40
-47% -$6.29K ﹤0.01% 396
2021
Q4 		$16K Buy
85
+17
+25% +$3.55K ﹤0.01% 381
2021
Q3 		$10K Buy
68
+21
+45% +$3.6K ﹤0.01% 489
2021
Q2 		$9K Buy
47
+42
+840% +$6.16K ﹤0.01% 509
2021
Q1 		$1K Buy
+5
New +$898 ﹤0.01% 1013

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Tarbox Family Office's ENPH Position: Q2 2022 in Review

Tarbox Family Office sold out of Enphase Energy (ENPH) in Q2 2022, closing a stake of 45 shares — an estimated $9K sold.

Tarbox Family Office first reported a position in ENPH in Q1 2021 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 809 funds tracked by Wall St. Rank hold ENPH as of Q2 2022.

  • Tarbox Family Office reported no remaining Enphase Energy position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 45 Enphase Energy shares in Q2 2022, an estimated $9K.
  • Tarbox Family Office first reported a position in Enphase Energy in Q1 2021 and held it in 5 quarters.
  • Tarbox Family Office's Enphase Energy position peaked at $16K in Q4 2021.
  • 809 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.