PFA
ENPH icon

Paradigm Financial Advisors’s Enphase Energy ENPH Stock Holding History

Paradigm Financial Advisors’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
Q4 		$200K Buy
+1,095
New +$228K 0.04% 208

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paradigm Financial Advisors's ENPH Position: Q4 2021 in Review

Paradigm Financial Advisors opened a new position in Enphase Energy (ENPH) in Q4 2021: 1,095 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #208 among its holdings.

749 funds tracked by Wall St. Rank hold ENPH as of Q4 2021.

  • Paradigm Financial Advisors held 1,095 shares of Enphase Energy worth $200K as of Q4 2021.
  • Enphase Energy was a new Paradigm Financial Advisors position in Q4 2021.
  • Enphase Energy made up 0.04% of Paradigm Financial Advisors's portfolio in Q4 2021, its #208 holding.
  • 749 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.