Vestmark Advisory Solutions’s Enphase Energy ENPH Stock Holding History

Vestmark Advisory Solutions’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 Q1	–	Sell	-1,861	Closed	-$493K	–	872
2022 Q4	$493K	Sell	1,861 -71	-4%	-$20.7K	0.02%	562
2022 Q3	$536K	Buy	1,932 +573	+42%	+$155K	0.03%	521
2022 Q2	$265K	Sell	1,359 -227	-14%	-$41K	0.02%	717
2022 Q1	$320K	Buy	+1,586	New	+$249K	0.02%	698

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vestmark Advisory Solutions's ENPH Position: Q1 2023 in Review

Vestmark Advisory Solutions sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 1,861 shares — an estimated $493K sold.

Vestmark Advisory Solutions first reported a position in ENPH in Q1 2022 and held it in 4 quarters. The position peaked at $536K in Q3 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Vestmark Advisory Solutions reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 1,861 Enphase Energy shares in Q1 2023, an estimated $493K.
Vestmark Advisory Solutions first reported a position in Enphase Energy in Q1 2022 and held it in 4 quarters.
Vestmark Advisory Solutions's Enphase Energy position peaked at $536K in Q3 2022.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2023, filed 9 May 2023.