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Regent Peak Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-32
Closed -$6K – 395
2020
Q4 		$6K Buy
+32
New +$4.06K ﹤0.01% 627

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Regent Peak Wealth Advisors's ENPH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Enphase Energy (ENPH) in Q1 2021, closing a stake of 32 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in ENPH in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 631 funds tracked by Wall St. Rank hold ENPH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Enphase Energy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 32 Enphase Energy shares in Q1 2021, an estimated $6K.
  • Regent Peak Wealth Advisors first reported a position in Enphase Energy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Enphase Energy position peaked at $6K in Q4 2020.
  • 631 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.