Elmwood Wealth Management’s Enphase Energy ENPH Stock Holding History

Elmwood 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	-80	Closed	-$15K	–	170
2021 Q4	$15K	Buy	+80	New	+$16.7K	0.01%	263
2021 Q2	$15K	Hold	80	–	–	0.01%	237
2021 Q1	$13K	Buy	+80	New	+$14.4K	0.01%	235
2020 Q3	$4K	Hold	80	–	–	﹤0.01%	216
2020 Q2	$4K	Hold	80	–	–	﹤0.01%	216
2020 Q1	$366	Buy	+80	New	+$3.02K	﹤0.01%	286
2019 Q4	–	Sell	-80	Closed	-$2K	–	136
2019 Q3	$2K	Hold	80	–	–	﹤0.01%	244
2019 Q2	$1K	Hold	80	–	–	﹤0.01%	270
2019 Q1	$1K	Hold	80	–	–	﹤0.01%	269
2018 Q4	$0	Hold	80	–	–	﹤0.01%	292
2018 Q3	$388	Hold	80	–	–	﹤0.01%	277
2018 Q2	$538	Hold	80	–	–	﹤0.01%	279
2018 Q1	$366	Buy	+80	New	+$243	﹤0.01%	286

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Elmwood Wealth Management's ENPH Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Enphase Energy (ENPH) in Q1 2022, closing a stake of 80 shares — an estimated $15K sold.

Elmwood Wealth Management first reported a position in ENPH in Q1 2018 and held it in 13 quarters. The position peaked at $15K in Q4 2021. 772 funds tracked by Wall St. Rank hold ENPH as of Q1 2022.

Elmwood Wealth Management reported no remaining Enphase Energy position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 80 Enphase Energy shares in Q1 2022, an estimated $15K.
Elmwood Wealth Management first reported a position in Enphase Energy in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Enphase Energy position peaked at $15K in Q4 2021.
772 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.