Values First Advisors’s Enphase Energy ENPH Stock Holding History

Values First 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	-2,511	Closed	-$421K	–	171
2023 Q2	$421K	Buy	2,511 +394	+19%	+$70.4K	0.25%	105
2023 Q1	$445K	Buy	2,117 +214	+11%	+$46.4K	0.28%	99
2022 Q4	$504K	Sell	1,903 -813	-30%	-$237K	0.35%	80
2022 Q3	$754K	Sell	2,716 -331	-11%	-$89.3K	0.54%	61
2022 Q2	$595K	Buy	3,047 +1,773	+139%	+$321K	0.42%	73
2022 Q1	$257K	Buy	+1,274	New	+$200K	0.16%	137

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

Values First Advisors's ENPH Position: Q3 2023 in Review

Values First Advisors sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 2,511 shares — an estimated $421K sold.

Values First Advisors first reported a position in ENPH in Q1 2022 and held it in 6 quarters. The position peaked at $754K in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Values First Advisors reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Values First Advisors sold 2,511 Enphase Energy shares in Q3 2023, an estimated $421K.
Values First Advisors first reported a position in Enphase Energy in Q1 2022 and held it in 6 quarters.
Values First Advisors's Enphase Energy position peaked at $754K in Q3 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Values First Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.