TCI Wealth Advisors’s Enphase Energy ENPH Stock Holding History

TCI Wealth 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 Q2	–	Sell	-210	Closed	-$44.2K	–	821
2023 Q1	$44.2K	Sell	210 -152	-42%	-$32.9K	0.01%	460
2022 Q4	$95.9K	Sell	362 -62	-15%	-$18K	0.01%	274
2022 Q3	$118K	Sell	424 -136	-24%	-$36.7K	0.02%	225
2022 Q2	$109K	Buy	560 +400	+250%	+$72.3K	0.02%	237
2022 Q1	$32K	Sell	160 -22	-12%	-$3.46K	﹤0.01%	521
2021 Q4	$33K	Buy	182 +39	+27%	+$8.14K	﹤0.01%	507
2021 Q3	$21K	Buy	143 +1	+0.7%	+$172	﹤0.01%	667
2021 Q2	$26K	Sell	142 -96	-40%	-$14.1K	﹤0.01%	544
2021 Q1	$39K	Buy	238 +99	+71%	+$17.8K	0.02%	402
2020 Q4	$24K	Buy	139 +6	+5%	+$761	0.01%	460
2020 Q3	$11K	Hold	133	–	–	﹤0.01%	560
2020 Q2	$6K	Hold	133	–	–	﹤0.01%	684
2020 Q1	$4K	Hold	133	–	–	﹤0.01%	761
2019 Q4	$3K	Hold	133	–	–	﹤0.01%	1011
2019 Q3	$3K	Hold	133	–	–	﹤0.01%	945
2019 Q2	$2K	Hold	133	–	–	﹤0.01%	1000
2019 Q1	$1K	Hold	133	–	–	﹤0.01%	1196
2018 Q4	$1K	Buy	+133	New	+$675	﹤0.01%	1192

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 $3.37T AUM 44.26% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TCI Wealth Advisors's ENPH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 210 shares — an estimated $44.2K sold.

TCI Wealth Advisors first reported a position in ENPH in Q4 2018 and held it in 18 quarters. The position peaked at $118K in Q3 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

TCI Wealth Advisors reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 210 Enphase Energy shares in Q2 2023, an estimated $44.2K.
TCI Wealth Advisors first reported a position in Enphase Energy in Q4 2018 and held it in 18 quarters.
TCI Wealth Advisors's Enphase Energy position peaked at $118K in Q3 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.