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Baron Financial Group’s Enphase Energy ENPH Stock Holding History

Baron Financial Group’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
Q3 		– Sell
-20
Closed -$3.67K – 228
2021
Q2 		$3.67K Hold
20
– – ﹤0.01% 208
2021
Q1 		$3.24K Hold
20
– – ﹤0.01% 211
2020
Q4 		$3.51K Hold
20
– – ﹤0.01% 220
2020
Q3 		$1.65K Buy
+20
New +$1.34K ﹤0.01% 244

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baron Financial Group's ENPH Position: Q3 2021 in Review

Baron Financial Group sold out of Enphase Energy (ENPH) in Q3 2021, closing a stake of 20 shares — an estimated $3.67K sold.

Baron Financial Group first reported a position in ENPH in Q3 2020 and held it in 4 quarters. The position peaked at $3.67K in Q2 2021. 639 funds tracked by Wall St. Rank hold ENPH as of Q3 2021.

  • Baron Financial Group reported no remaining Enphase Energy position as of Q3 2021 after selling out during the quarter.
  • Baron Financial Group sold 20 Enphase Energy shares in Q3 2021, an estimated $3.67K.
  • Baron Financial Group first reported a position in Enphase Energy in Q3 2020 and held it in 4 quarters.
  • Baron Financial Group's Enphase Energy position peaked at $3.67K in Q2 2021.
  • 639 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2021.

Based on Baron Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.