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Advisor Partners’s Enphase Energy ENPH Stock Holding History

Advisor Partners’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
Q2 		$544K Buy
2,785
+869
+45% +$157K 0.04% 456
2022
Q1 		$387K Buy
1,916
+336
+21% +$52.8K 0.02% 595
2021
Q4 		$290K Buy
1,580
+125
+9% +$26.1K 0.02% 676
2021
Q3 		$218K Buy
1,455
+10
+0.7% +$1.72K 0.01% 742
2021
Q2 		$265K Buy
+1,445
New +$212K 0.02% 692

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Advisor Partners's ENPH Position: Q2 2022 in Review

Advisor Partners increased its Enphase Energy (ENPH) stake by 45% in Q2 2022, buying an estimated $157K and bringing the position to 2,785 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #456.

Advisor Partners first reported a position in ENPH in Q2 2021 and has held it in 5 quarters since. 810 funds tracked by Wall St. Rank hold ENPH as of Q2 2022.

  • Advisor Partners held 2,785 shares of Enphase Energy worth $544K as of Q2 2022.
  • Advisor Partners bought 869 Enphase Energy shares in Q2 2022, an estimated $157K.
  • Enphase Energy made up 0.04% of Advisor Partners's portfolio in Q2 2022, its #456 holding.
  • Advisor Partners first reported a position in Enphase Energy in Q2 2021 and has held it in 5 quarters since.
  • 810 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.