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CSat Investment Advisory’s Enphase Energy ENPH Stock Holding History

CSat Investment 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
2021
Q1 		$38K Buy
+235
New +$42.2K 0.03% 257
2020
Q4 		– Sell
-8,599
Closed -$710K – 655
2020
Q3 		$710K Sell
8,599
-1,822
-17% -$122K 0.06% 149
2020
Q2 		$496K Buy
10,421
+4,681
+82% +$224K 0.06% 184
2020
Q1 		$185K Buy
+5,740
New +$216K 0.04% 250

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

CSat Investment Advisory's ENPH Position: Q1 2021 in Review

CSat Investment Advisory opened a new position in Enphase Energy (ENPH) in Q1 2021: 235 shares worth $38K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings. This is a return to the name: CSat Investment Advisory previously reported a position in ENPH as recently as Q3 2020.

CSat Investment Advisory first reported a position in ENPH in Q1 2020 and has held it in 4 quarters since. The position peaked at $710K in Q3 2020. 632 funds tracked by Wall St. Rank hold ENPH as of Q1 2021.

  • CSat Investment Advisory held 235 shares of Enphase Energy worth $38K as of Q1 2021.
  • Enphase Energy was a new CSat Investment Advisory position in Q1 2021.
  • Enphase Energy made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #257 holding.
  • CSat Investment Advisory first reported a position in Enphase Energy in Q1 2020 and has held it in 4 quarters since.
  • CSat Investment Advisory's Enphase Energy position peaked at $710K in Q3 2020.
  • 632 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.