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Institutional & Family Asset Management’s Enphase Energy ENPH Stock Holding History

Institutional & Family 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
Q2 		– Sell
-23
Closed -$4K – 962
2021
Q1 		$4K Sell
23
-57
-71% -$10.2K ﹤0.01% 717
2020
Q4 		$14K Buy
+80
New +$10.1K ﹤0.01% 481

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Institutional & Family Asset Management's ENPH Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Enphase Energy (ENPH) in Q2 2021, closing a stake of 23 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in ENPH in Q4 2020 and held it in 2 quarters. The position peaked at $14K in Q4 2020. 628 funds tracked by Wall St. Rank hold ENPH as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Enphase Energy position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 23 Enphase Energy shares in Q2 2021, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in Enphase Energy in Q4 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Enphase Energy position peaked at $14K in Q4 2020.
  • 628 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.