Cornerstone Advisory’s Enphase Energy ENPH Stock Holding History

Cornerstone Advisory’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	-95	Closed	-$17K	–	371
2021 Q4	$17K	Buy	+95	New	+$19.8K	﹤0.01%	547

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Cornerstone Advisory's ENPH Position: Q1 2022 in Review

Cornerstone Advisory sold out of Enphase Energy (ENPH) in Q1 2022, closing a stake of 95 shares — an estimated $17K sold.

Cornerstone Advisory first reported a position in ENPH in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 770 funds tracked by Wall St. Rank hold ENPH as of Q1 2022.

Cornerstone Advisory reported no remaining Enphase Energy position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 95 Enphase Energy shares in Q1 2022, an estimated $17K.
Cornerstone Advisory first reported a position in Enphase Energy in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's Enphase Energy position peaked at $17K in Q4 2021.
770 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.