Williams Jones Wealth Management’s Enphase Energy ENPH Stock Holding History

Williams Jones Wealth Management’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
2022 Q3	–	Sell	-1,110	Closed	-$217K	–	586
2022 Q2	$217K	Sell	1,110 -40	-3%	-$7.23K	﹤0.01%	518
2022 Q1	$232K	Sell	1,150 -50	-4%	-$7.86K	﹤0.01%	459
2021 Q4	$220K	Buy	+1,200	New	+$250K	﹤0.01%	448
2021 Q2	–	Sell	-2,085	Closed	-$338K	–	504
2021 Q1	$338K	Sell	2,085 -3,435	-62%	-$617K	0.01%	367
2020 Q4	$969K	Sell	5,520 -1,695	-23%	-$215K	0.02%	229
2020 Q3	$596K	Buy	+7,215	New	+$483K	0.01%	244

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

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

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

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Williams Jones Wealth Management's ENPH Position: Q3 2022 in Review

Williams Jones Wealth Management sold out of Enphase Energy (ENPH) in Q3 2022, closing a stake of 1,110 shares — an estimated $217K sold.

Williams Jones Wealth Management first reported a position in ENPH in Q3 2020 and held it in 6 quarters. The position peaked at $969K in Q4 2020. 887 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

Williams Jones Wealth Management reported no remaining Enphase Energy position as of Q3 2022 after selling out during the quarter.
Williams Jones Wealth Management sold 1,110 Enphase Energy shares in Q3 2022, an estimated $217K.
Williams Jones Wealth Management first reported a position in Enphase Energy in Q3 2020 and held it in 6 quarters.
Williams Jones Wealth Management's Enphase Energy position peaked at $969K in Q4 2020.
887 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on Williams Jones Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.