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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
Q2 		– Sell
-2,000
Closed -$8K – 954
2021
Q1 		$8K Buy
+2,000
New +$359K ﹤0.01% 630
2020
Q3 		– Sell
-5,000
Closed -$12K – 796
2020
Q2 		$12K Buy
+5,000
New +$239K ﹤0.01% 473

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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. 638 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.
  • 638 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.