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Financial Gravity Asset Management’s Enphase Energy ENPH Stock Holding History

Financial Gravity Asset 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
Q3 		$150K Hold
11
– – 0.07% 245
2021
Q2 		$184K Buy
+11
New +$1.61K 0.07% 203
2020
Q4 		$3K Buy
+16
New +$2.03K ﹤0.01% 263
2019
Q2 		– Sell
-139
Closed -$1K – 1343
2019
Q1 		$1K Buy
+139
New +$1.06K ﹤0.01% 1082

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's ENPH Position: Q3 2021 in Review

Financial Gravity Asset Management held its Enphase Energy (ENPH) position steady in Q3 2021 at 11 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #245.

Financial Gravity Asset Management first reported a position in ENPH in Q1 2019 and has held it in 4 quarters since. The position peaked at $184K in Q2 2021. 639 funds tracked by Wall St. Rank hold ENPH as of Q3 2021.

  • Financial Gravity Asset Management held 11 shares of Enphase Energy worth $150K as of Q3 2021.
  • Financial Gravity Asset Management left its Enphase Energy share count unchanged in Q3 2021.
  • Enphase Energy made up 0.07% of Financial Gravity Asset Management's portfolio in Q3 2021, its #245 holding.
  • Financial Gravity Asset Management first reported a position in Enphase Energy in Q1 2019 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's Enphase Energy position peaked at $184K in Q2 2021.
  • 639 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.