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USA Financial Formulas’s Enphase Energy ENPH Stock Holding History

USA Financial Formulas’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
-94
Closed -$19.8K – 497
2023
Q1 		$19.8K Buy
+94
New +$20.4K 0.03% 152
2021
Q2 		– Sell
-3
Closed – – 392
2021
Q1 		$0 Sell
3
-826
-100% -$148K ﹤0.01% 361
2020
Q4 		$145K Buy
+829
New +$105K 0.11% 139
2020
Q2 		– Sell
-6,780
Closed -$219K – 261
2020
Q1 		$219K Buy
+6,780
New +$256K 0.14% 97
2019
Q4 		– Sell
-16,934
Closed -$376K – 254
2019
Q3 		$376K Buy
+16,934
New +$434K 0.15% 101

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

USA Financial Formulas's ENPH Position: Q2 2023 in Review

USA Financial Formulas sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 94 shares — an estimated $19.8K sold.

USA Financial Formulas first reported a position in ENPH in Q3 2019 and held it in 5 quarters. The position peaked at $376K in Q3 2019. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

  • USA Financial Formulas reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
  • USA Financial Formulas sold 94 Enphase Energy shares in Q2 2023, an estimated $19.8K.
  • USA Financial Formulas first reported a position in Enphase Energy in Q3 2019 and held it in 5 quarters.
  • USA Financial Formulas's Enphase Energy position peaked at $376K in Q3 2019.
  • 863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on USA Financial Formulas's 13F filing for Q2 2023, filed 27 Nov 2023.