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Evolution Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-164
Closed -$25K – 302
2021
Q3 		$25K Sell
164
-5
-3% -$858 0.01% 290
2021
Q2 		$31K Buy
169
+39
+30% +$5.72K 0.01% 249
2021
Q1 		$21K Buy
130
+72
+124% +$12.9K ﹤0.01% 287
2020
Q4 		$10K Sell
58
-39
-40% -$4.95K ﹤0.01% 349
2020
Q3 		$8K Buy
+97
New +$6.5K ﹤0.01% 380

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evolution Wealth Advisors's ENPH Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Enphase Energy (ENPH) in Q4 2021, closing a stake of 164 shares — an estimated $25K sold.

Evolution Wealth Advisors first reported a position in ENPH in Q3 2020 and held it in 5 quarters. The position peaked at $31K in Q2 2021. 750 funds tracked by Wall St. Rank hold ENPH as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Enphase Energy position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 164 Enphase Energy shares in Q4 2021, an estimated $25K.
  • Evolution Wealth Advisors first reported a position in Enphase Energy in Q3 2020 and held it in 5 quarters.
  • Evolution Wealth Advisors's Enphase Energy position peaked at $31K in Q2 2021.
  • 750 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.