Focused Wealth Management’s Enphase Energy ENPH Stock Holding History

Focused 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
2021 Q3	–	Sell	-16	Closed	-$3K	–	1026
2021 Q2	$3K	Hold	16	–	–	﹤0.01%	781
2021 Q1	$3K	Buy	+16	New	+$2.87K	﹤0.01%	772
2020 Q3	–	Sell	-1,350	Closed	-$64K	–	797
2020 Q2	$64K	Buy	+1,350	New	+$64.5K	0.01%	280

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Focused Wealth Management's ENPH Position: Q3 2021 in Review

Focused Wealth Management sold out of Enphase Energy (ENPH) in Q3 2021, closing a stake of 16 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in ENPH in Q2 2020 and held it in 3 quarters. The position peaked at $64K in Q2 2020. 639 funds tracked by Wall St. Rank hold ENPH as of Q3 2021.

Focused Wealth Management reported no remaining Enphase Energy position as of Q3 2021 after selling out during the quarter.
Focused Wealth Management sold 16 Enphase Energy shares in Q3 2021, an estimated $3K.
Focused Wealth Management first reported a position in Enphase Energy in Q2 2020 and held it in 3 quarters.
Focused Wealth Management's Enphase Energy position peaked at $64K in Q2 2020.
639 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.