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Tiemann Investment Advisors’s Enphase Energy ENPH Stock Holding History

Tiemann Investment 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
Q1 		– Sell
-1,135
Closed -$301K – 194
2022
Q4 		$301K Buy
1,135
+252
+29% +$73.3K 0.18% 134
2022
Q3 		$245K Buy
+883
New +$238K 0.16% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tiemann Investment Advisors's ENPH Position: Q1 2023 in Review

Tiemann Investment Advisors sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 1,135 shares — an estimated $301K sold.

Tiemann Investment Advisors first reported a position in ENPH in Q3 2022 and held it in 2 quarters. The position peaked at $301K in Q4 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

  • Tiemann Investment Advisors reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
  • Tiemann Investment Advisors sold 1,135 Enphase Energy shares in Q1 2023, an estimated $301K.
  • Tiemann Investment Advisors first reported a position in Enphase Energy in Q3 2022 and held it in 2 quarters.
  • Tiemann Investment Advisors's Enphase Energy position peaked at $301K in Q4 2022.
  • 914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Tiemann Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.