TCWP’s Enphase Energy ENPH Stock Holding History

TCWP’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	–	Sell	-1,687	Closed	-$283K	–	127
2023 Q2	$283K	Buy	+1,687	New	+$301K	0.06%	144
2022 Q2	–	Sell	-428	Closed	-$86K	–	710
2022 Q1	$86K	Buy	+428	New	+$67.3K	0.02%	379

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

TCWP's ENPH Position: Q3 2023 in Review

TCWP sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,687 shares — an estimated $283K sold.

TCWP first reported a position in ENPH in Q1 2022 and held it in 2 quarters. The position peaked at $283K in Q2 2023. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

TCWP reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
TCWP sold 1,687 Enphase Energy shares in Q3 2023, an estimated $283K.
TCWP first reported a position in Enphase Energy in Q1 2022 and held it in 2 quarters.
TCWP's Enphase Energy position peaked at $283K in Q2 2023.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.