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Charter Oak Capital Management’s Enphase Energy ENPH Stock Holding History

Charter Oak Capital 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
2021
Q1 		– Sell
-10
Closed -$2K – 803
2020
Q4 		$2K Buy
+10
New +$1.27K ﹤0.01% 663

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charter Oak Capital Management's ENPH Position: Q1 2021 in Review

Charter Oak Capital Management sold out of Enphase Energy (ENPH) in Q1 2021, closing a stake of 10 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in ENPH in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 631 funds tracked by Wall St. Rank hold ENPH as of Q1 2021.

  • Charter Oak Capital Management reported no remaining Enphase Energy position as of Q1 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 10 Enphase Energy shares in Q1 2021, an estimated $2K.
  • Charter Oak Capital Management first reported a position in Enphase Energy in Q4 2020 and held it in 1 quarter.
  • Charter Oak Capital Management's Enphase Energy position peaked at $2K in Q4 2020.
  • 631 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2021.

Based on Charter Oak Capital Management's 13F filing for Q1 2021, filed 17 May 2021.