Western Financial Corp’s Enphase Energy ENPH Stock Holding History

Western Financial Corp’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	-2,048	Closed	-$543K	–	116
2022 Q4	$543K	Sell	2,048 -47	-2%	-$13.7K	0.35%	82
2022 Q3	$581K	Sell	2,095 -509	-20%	-$137K	0.41%	63
2022 Q2	$508K	Sell	2,604 -345	-12%	-$62.4K	0.36%	59
2022 Q1	$595K	Buy	+2,949	New	+$463K	0.35%	61

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

Western Financial Corp's ENPH Position: Q1 2023 in Review

Western Financial Corp sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 2,048 shares — an estimated $543K sold.

Western Financial Corp first reported a position in ENPH in Q1 2022 and held it in 4 quarters. The position peaked at $595K in Q1 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Western Financial Corp reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Western Financial Corp sold 2,048 Enphase Energy shares in Q1 2023, an estimated $543K.
Western Financial Corp first reported a position in Enphase Energy in Q1 2022 and held it in 4 quarters.
Western Financial Corp's Enphase Energy position peaked at $595K in Q1 2022.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Western Financial Corp's 13F filing for Q1 2023, filed 20 Apr 2023.