FinTrust Capital Advisors’s Enphase Energy ENPH Stock Holding History

FinTrust Capital 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
2024 Q1	–	Sell	-100	Closed	-$13.2K	–	1281
2023 Q4	$13.2K	Buy	+100	New	+$10.6K	﹤0.01%	784
2023 Q3	–	Sell	-533	Closed	-$141K	–	1261
2023 Q2	$141K	Hold	533	–	–	0.03%	305
2023 Q1	$141K	Hold	533	–	–	0.03%	302
2022 Q4	$141K	Hold	533	–	–	0.03%	302
2022 Q3	$134K	Buy	533 +140	+36%	+$37.8K	0.03%	319
2022 Q2	$83K	Sell	393 -187	-32%	-$33.8K	0.02%	430
2022 Q1	$117K	Buy	580 +26	+5%	+$4.08K	0.03%	394
2021 Q4	$101K	Hold	554	–	–	0.02%	419
2021 Q3	$83K	Buy	554 +13	+2%	+$2.23K	0.02%	460
2021 Q2	$99K	Sell	541 -127	-19%	-$18.6K	0.03%	433
2021 Q1	$108K	Sell	668 -9	-1%	-$1.62K	0.03%	398
2020 Q4	$119K	Hold	677	–	–	0.04%	343
2020 Q3	$56K	Buy	+677	New	+$45.3K	0.01%	469

Other funds holding ENPH

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FinTrust Capital Advisors's ENPH Position: Q1 2024 in Review

FinTrust Capital Advisors sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 100 shares — an estimated $13.2K sold.

FinTrust Capital Advisors first reported a position in ENPH in Q3 2020 and held it in 13 quarters. The position peaked at $141K in Q2 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

FinTrust Capital Advisors reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 100 Enphase Energy shares in Q1 2024, an estimated $13.2K.
FinTrust Capital Advisors first reported a position in Enphase Energy in Q3 2020 and held it in 13 quarters.
FinTrust Capital Advisors's Enphase Energy position peaked at $141K in Q2 2023.
725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on FinTrust Capital Advisors's 13F filing for Q1 2024, filed 2 May 2024.