MLFP
ENPH icon

MPS Loria Financial Planners’s Enphase Energy ENPH Stock Holding History

MPS Loria Financial Planners’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
-50
Closed -$8K – 252
2021
Q1 		$8K Hold
50
– – ﹤0.01% 309
2020
Q4 		$9K Buy
+50
New +$6.34K ﹤0.01% 307

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

MPS Loria Financial Planners's ENPH Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Enphase Energy (ENPH) in Q2 2021, closing a stake of 50 shares — an estimated $8K sold.

MPS Loria Financial Planners first reported a position in ENPH in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q4 2020. 628 funds tracked by Wall St. Rank hold ENPH as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Enphase Energy position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 50 Enphase Energy shares in Q2 2021, an estimated $8K.
  • MPS Loria Financial Planners first reported a position in Enphase Energy in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Enphase Energy position peaked at $9K in Q4 2020.
  • 628 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.