SFG
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SageGuard Financial Group’s Enphase Energy ENPH Stock Holding History

SageGuard Financial Group’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
Q3 		– Sell
-2,314
Closed -$425K – 55
2021
Q2 		$425K Buy
2,314
+74
+3% +$10.9K 0.19% 89
2021
Q1 		$363K Sell
2,240
-25
-1% -$4.49K 0.17% 95
2020
Q4 		$398K Buy
+2,265
New +$287K 0.19% 81

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SageGuard Financial Group's ENPH Position: Q3 2021 in Review

SageGuard Financial Group sold out of Enphase Energy (ENPH) in Q3 2021, closing a stake of 2,314 shares — an estimated $425K sold.

SageGuard Financial Group first reported a position in ENPH in Q4 2020 and held it in 3 quarters. The position peaked at $425K in Q2 2021. 637 funds tracked by Wall St. Rank hold ENPH as of Q3 2021.

  • SageGuard Financial Group reported no remaining Enphase Energy position as of Q3 2021 after selling out during the quarter.
  • SageGuard Financial Group sold 2,314 Enphase Energy shares in Q3 2021, an estimated $425K.
  • SageGuard Financial Group first reported a position in Enphase Energy in Q4 2020 and held it in 3 quarters.
  • SageGuard Financial Group's Enphase Energy position peaked at $425K in Q2 2021.
  • 637 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.