West Paces Advisors’s Enphase Energy ENPH Stock Holding History

West Paces 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	-5	Closed	-$837	–	539
2023 Q2	$837	Hold	5	–	–	﹤0.01%	499
2023 Q1	$1.05K	Hold	5	–	–	﹤0.01%	505
2022 Q4	$1.32K	Hold	5	–	–	﹤0.01%	459
2022 Q3	$1.39K	Hold	5	–	–	﹤0.01%	451
2022 Q2	$976	Hold	5	–	–	﹤0.01%	526
2022 Q1	$1.01K	Buy	+5	New	+$786	﹤0.01%	529

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

West Paces Advisors's ENPH Position: Q3 2023 in Review

West Paces Advisors sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 5 shares — an estimated $837 sold.

West Paces Advisors first reported a position in ENPH in Q1 2022 and held it in 6 quarters. The position peaked at $1.39K in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

West Paces Advisors reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
West Paces Advisors sold 5 Enphase Energy shares in Q3 2023, an estimated $837.
West Paces Advisors first reported a position in Enphase Energy in Q1 2022 and held it in 6 quarters.
West Paces Advisors's Enphase Energy position peaked at $1.39K in Q3 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on West Paces Advisors's 13F filing for Q3 2023, filed 18 Dec 2023.