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Gladstone Institutional Advisory’s Enphase Energy ENPH Stock Holding History

Gladstone Institutional Advisory’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
2022
Q2 		– Sell
-1,499
Closed -$302K – 675
2022
Q1 		$302K Buy
+1,499
New +$236K 0.02% 548

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Gladstone Institutional Advisory's ENPH Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of Enphase Energy (ENPH) in Q2 2022, closing a stake of 1,499 shares — an estimated $302K sold.

Gladstone Institutional Advisory first reported a position in ENPH in Q1 2022 and held it in 1 quarter. The position peaked at $302K in Q1 2022. 809 funds tracked by Wall St. Rank hold ENPH as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining Enphase Energy position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,499 Enphase Energy shares in Q2 2022, an estimated $302K.
  • Gladstone Institutional Advisory first reported a position in Enphase Energy in Q1 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Enphase Energy position peaked at $302K in Q1 2022.
  • 809 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.