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Capitolis Advisors’s Enphase Energy ENPH Stock Holding History

Capitolis 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
2022
Q1 		– Sell
-22,103
Closed -$4.04M – 256
2021
Q4 		$4.04M Buy
+22,103
New +$4.61M 0.02% 337
2021
Q2 		– Sell
-74,752
Closed -$12.1M – 429
2021
Q1 		$12.1M Buy
+74,752
New +$13.4M 0.21% 107

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capitolis Advisors's ENPH Position: Q1 2022 in Review

Capitolis Advisors sold out of Enphase Energy (ENPH) in Q1 2022, closing a stake of 22,103 shares — an estimated $4.04M sold.

Capitolis Advisors first reported a position in ENPH in Q1 2021 and held it in 2 quarters. The position peaked at $12.1M in Q1 2021. 770 funds tracked by Wall St. Rank hold ENPH as of Q1 2022.

  • Capitolis Advisors reported no remaining Enphase Energy position as of Q1 2022 after selling out during the quarter.
  • Capitolis Advisors sold 22,103 Enphase Energy shares in Q1 2022, an estimated $4.04M.
  • Capitolis Advisors first reported a position in Enphase Energy in Q1 2021 and held it in 2 quarters.
  • Capitolis Advisors's Enphase Energy position peaked at $12.1M in Q1 2021.
  • 770 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.