V Wealth Advisors’s Enphase Energy ENPH Stock Holding History

V 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 Q3	–	Sell	-4,392	Closed	-$736K	–	183
2023 Q2	$736K	Buy	4,392 +338	+8%	+$60.4K	0.12%	158
2023 Q1	$852K	Buy	4,054 +400	+11%	+$86.6K	0.16%	138
2022 Q4	$968K	Sell	3,654 -6,824	-65%	-$1.99M	0.2%	119
2022 Q3	$2.91M	Sell	10,478 -72	-0.7%	-$19.4K	0.58%	29
2022 Q2	$2.06M	Buy	+10,550	New	+$1.91M	0.39%	53

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

V Wealth Advisors's ENPH Position: Q3 2023 in Review

V Wealth Advisors sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 4,392 shares — an estimated $736K sold.

V Wealth Advisors first reported a position in ENPH in Q2 2022 and held it in 5 quarters. The position peaked at $2.91M in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

V Wealth Advisors reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 4,392 Enphase Energy shares in Q3 2023, an estimated $736K.
V Wealth Advisors first reported a position in Enphase Energy in Q2 2022 and held it in 5 quarters.
V Wealth Advisors's Enphase Energy position peaked at $2.91M in Q3 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.