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Cassady Schiller Wealth Management’s Enphase Energy ENPH Stock Holding History

Cassady Schiller Wealth Management’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
-4
Closed -$1K – 261
2021
Q4 		$1K Buy
+4
New +$835 ﹤0.01% 450

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

Cassady Schiller Wealth Management's ENPH Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Enphase Energy (ENPH) in Q1 2022, closing a stake of 4 shares — an estimated $1K sold.

Cassady Schiller Wealth Management first reported a position in ENPH in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 770 funds tracked by Wall St. Rank hold ENPH as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Enphase Energy position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 4 Enphase Energy shares in Q1 2022, an estimated $1K.
  • Cassady Schiller Wealth Management first reported a position in Enphase Energy in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Enphase Energy position peaked at $1K in Q4 2021.
  • 770 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.