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Angeles Investment Advisors’s Enphase Energy ENPH Stock Holding History

Angeles Investment 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
2021
Q4 		– Sell
-4,618
Closed -$693K – 231
2021
Q3 		$693K Buy
4,618
+1,033
+29% +$177K 0.04% 94
2021
Q2 		$658K Buy
+3,585
New +$526K 0.04% 82

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Angeles Investment Advisors's ENPH Position: Q4 2021 in Review

Angeles Investment Advisors sold out of Enphase Energy (ENPH) in Q4 2021, closing a stake of 4,618 shares — an estimated $693K sold.

Angeles Investment Advisors first reported a position in ENPH in Q2 2021 and held it in 2 quarters. The position peaked at $693K in Q3 2021. 749 funds tracked by Wall St. Rank hold ENPH as of Q4 2021.

  • Angeles Investment Advisors reported no remaining Enphase Energy position as of Q4 2021 after selling out during the quarter.
  • Angeles Investment Advisors sold 4,618 Enphase Energy shares in Q4 2021, an estimated $693K.
  • Angeles Investment Advisors first reported a position in Enphase Energy in Q2 2021 and held it in 2 quarters.
  • Angeles Investment Advisors's Enphase Energy position peaked at $693K in Q3 2021.
  • 749 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2021.

Based on Angeles Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.