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Patriot Financial Group Insurance Agency’s Enphase Energy ENPH Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-16
Closed -$2K – 2174
2021
Q3 		$2K Buy
16
+7
+78% +$1.2K ﹤0.01% 1930
2021
Q2 		$2K Sell
9
-14
-61% -$2.05K ﹤0.01% 1864
2021
Q1 		$4K Sell
23
-10
-30% -$1.79K ﹤0.01% 1610
2020
Q4 		$6K Hold
33
– – ﹤0.01% 1369
2020
Q3 		$3K Hold
33
– – ﹤0.01% 1355
2020
Q2 		$2K Hold
33
– – ﹤0.01% 1381
2020
Q1 		$1K Buy
+33
New +$1.24K ﹤0.01% 1420

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

Patriot Financial Group Insurance Agency's ENPH Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Enphase Energy (ENPH) in Q4 2021, closing a stake of 16 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in ENPH in Q1 2020 and held it in 7 quarters. The position peaked at $6K in Q4 2020. 750 funds tracked by Wall St. Rank hold ENPH as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Enphase Energy position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 16 Enphase Energy shares in Q4 2021, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Enphase Energy in Q1 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Enphase Energy position peaked at $6K in Q4 2020.
  • 750 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.