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Legacy Capital Partners’s Enphase Energy ENPH Stock Holding History

Legacy Capital Partners’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
Q1 		$608K Buy
3,014
+300
+11% +$47.1K 0.2% 95
2021
Q4 		$496K Buy
2,714
+45
+2% +$9.39K 0.16% 106
2021
Q3 		$400K Hold
2,669
– – 0.14% 112
2021
Q2 		$490K Buy
+2,669
New +$391K 0.18% 101
2021
Q1 		– Sell
-1,475
Closed -$259K – 139
2020
Q4 		$259K Buy
+1,475
New +$187K 0.1% 121

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
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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Legacy Capital Partners's ENPH Position: Q1 2022 in Review

Legacy Capital Partners increased its Enphase Energy (ENPH) stake by 11% in Q1 2022, buying an estimated $47.1K and bringing the position to 3,014 shares worth $608K. The position accounts for 0.2% of the portfolio, ranked #95.

Legacy Capital Partners first reported a position in ENPH in Q4 2020 and has held it in 5 quarters since. 770 funds tracked by Wall St. Rank hold ENPH as of Q1 2022.

  • Legacy Capital Partners held 3,014 shares of Enphase Energy worth $608K as of Q1 2022.
  • Legacy Capital Partners bought 300 Enphase Energy shares in Q1 2022, an estimated $47.1K.
  • Enphase Energy made up 0.2% of Legacy Capital Partners's portfolio in Q1 2022, its #95 holding.
  • Legacy Capital Partners first reported a position in Enphase Energy in Q4 2020 and has held it in 5 quarters since.
  • 770 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.