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Berman Capital Advisors’s Enphase Energy ENPH Stock Holding History

Berman Capital 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
Q3 		$57K Buy
385
+155
+67% +$26.6K 0.01% 619
2021
Q2 		$42K Buy
230
+168
+271% +$24.6K 0.01% 648
2021
Q1 		$10K Buy
62
+7
+13% +$1.26K ﹤0.01% 1026
2020
Q4 		$9K Buy
55
+3
+6% +$380 ﹤0.01% 948
2020
Q3 		$4K Hold
52
– – ﹤0.01% 1094
2020
Q2 		$2K Buy
52
+20
+63% +$956 ﹤0.01% 1263
2020
Q1 		$1K Hold
32
– – ﹤0.01% 1278
2019
Q4 		$0 Buy
+32
New +$728 ﹤0.01% 1482

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's ENPH Position: Q3 2021 in Review

Berman Capital Advisors increased its Enphase Energy (ENPH) stake by 67% in Q3 2021, buying an estimated $26.6K and bringing the position to 385 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #619.

Berman Capital Advisors first reported a position in ENPH in Q4 2019 and has held it in 8 quarters since. 638 funds tracked by Wall St. Rank hold ENPH as of Q3 2021.

  • Berman Capital Advisors held 385 shares of Enphase Energy worth $57K as of Q3 2021.
  • Berman Capital Advisors bought 155 Enphase Energy shares in Q3 2021, an estimated $26.6K.
  • Enphase Energy made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #619 holding.
  • Berman Capital Advisors first reported a position in Enphase Energy in Q4 2019 and has held it in 8 quarters since.
  • 638 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.