Virtus Investment Advisers’s Enphase Energy ENPH Stock Holding History

Virtus Investment Advisers’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	-1,578	Closed	-$264K	–	258
2023 Q2	$264K	Hold	1,578	–	–	0.18%	155
2023 Q1	$332K	Hold	1,578	–	–	0.23%	129
2022 Q4	$418K	Hold	1,578	–	–	0.28%	112
2022 Q3	$438K	Buy	+1,578	New	+$426K	0.2%	98

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

Virtus Investment Advisers's ENPH Position: Q3 2023 in Review

Virtus Investment Advisers sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,578 shares — an estimated $264K sold.

Virtus Investment Advisers first reported a position in ENPH in Q3 2022 and held it in 4 quarters. The position peaked at $438K in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Virtus Investment Advisers reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Virtus Investment Advisers sold 1,578 Enphase Energy shares in Q3 2023, an estimated $264K.
Virtus Investment Advisers first reported a position in Enphase Energy in Q3 2022 and held it in 4 quarters.
Virtus Investment Advisers's Enphase Energy position peaked at $438K in Q3 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Virtus Investment Advisers's 13F filing for Q3 2023, filed 8 Nov 2023.