Modera Wealth Management’s Enphase Energy ENPH Stock Holding History

Modera 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
2022 Q1	–	Sell	-1,102	Closed	-$202K	–	425
2021 Q4	$202K	Buy	+1,102	New	+$230K	0.01%	571

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Modera Wealth Management's ENPH Position: Q1 2022 in Review

Modera Wealth Management sold out of Enphase Energy (ENPH) in Q1 2022, closing a stake of 1,102 shares — an estimated $202K sold.

Modera Wealth Management first reported a position in ENPH in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 770 funds tracked by Wall St. Rank hold ENPH as of Q1 2022.

Modera Wealth Management reported no remaining Enphase Energy position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 1,102 Enphase Energy shares in Q1 2022, an estimated $202K.
Modera Wealth Management first reported a position in Enphase Energy in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Enphase Energy position peaked at $202K in Q4 2021.
770 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.