Venture Visionary Partners’s Enphase Energy ENPH Stock Holding History

Venture Visionary Partners’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	-4,941	Closed	-$828K	–	519
2023 Q2	$828K	Buy	4,941 +1,990	+67%	+$356K	0.05%	269
2023 Q1	$621K	Buy	+2,951	New	+$639K	0.04%	304
2022 Q3	–	Sell	-4,511	Closed	-$881K	–	783
2022 Q2	$881K	Sell	4,511 -879	-16%	-$159K	0.07%	219
2022 Q1	$1.09M	Buy	+5,390	New	+$847K	0.07%	208

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Venture Visionary Partners's ENPH Position: Q3 2023 in Review

Venture Visionary Partners sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 4,941 shares — an estimated $828K sold.

Venture Visionary Partners first reported a position in ENPH in Q1 2022 and held it in 4 quarters. The position peaked at $1.09M in Q1 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Venture Visionary Partners reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Venture Visionary Partners sold 4,941 Enphase Energy shares in Q3 2023, an estimated $828K.
Venture Visionary Partners first reported a position in Enphase Energy in Q1 2022 and held it in 4 quarters.
Venture Visionary Partners's Enphase Energy position peaked at $1.09M in Q1 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Venture Visionary Partners's 13F filing for Q3 2023, filed 13 Oct 2023.