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Tocqueville Asset Management’s Enphase Energy ENPH Stock Holding History

Tocqueville Asset Management’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
Q4 		– Sell
-4,338
Closed -$1.2M – 590
2022
Q3 		$1.2M Buy
4,338
+25
+0.6% +$6.74K 0.02% 341
2022
Q2 		$842K Buy
+4,313
New +$780K 0.02% 428
2021
Q4 		– Sell
-1,700
Closed -$255K – 747
2021
Q3 		$255K Buy
+1,700
New +$292K ﹤0.01% 659

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Tocqueville Asset Management's ENPH Position: Q4 2022 in Review

Tocqueville Asset Management sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 4,338 shares — an estimated $1.2M sold.

Tocqueville Asset Management first reported a position in ENPH in Q3 2021 and held it in 3 quarters. The position peaked at $1.2M in Q3 2022. 940 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

  • Tocqueville Asset Management reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
  • Tocqueville Asset Management sold 4,338 Enphase Energy shares in Q4 2022, an estimated $1.2M.
  • Tocqueville Asset Management first reported a position in Enphase Energy in Q3 2021 and held it in 3 quarters.
  • Tocqueville Asset Management's Enphase Energy position peaked at $1.2M in Q3 2022.
  • 940 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Tocqueville Asset Management's 13F filing for Q4 2022, filed 9 Feb 2023.